Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
4.26%
2.52%
6 Months
31.09%
12.02%
1 Year
27.02%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
19.17%
2.03%
Fund Age
2 yrs 6 mo
1 yr 10 mo
AUM
₹101.46 Cr
₹167.29 Cr
Alpha – 1 Year
22.30%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.17%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.95
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
M 5% · S 94%
Number of Stocks
35
20
Portfolio P/E
51.64
37.20
Top 5 Holdings
Thangamayil Jewellery Ltd · 9.63%
Radico Khaitan Ltd · 7.83%
S J S Enterprises Ltd · 7.39%
Rashi Peripherals Ltd · 5.69%
Neuland Laboratories Ltd · 4.81%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%