Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.26%
7.48%
6 Months
31.09%
9.42%
1 Year
27.02%
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
19.17%
21.69%
Fund Age
2 yrs 6 mo
5 yrs
AUM
₹101.46 Cr
₹79.02 Cr
Alpha – 1 Year
22.30%
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
22.17%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.95
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−17.18%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 19% · S 66%
L 10% · M 9% · S 69%
Number of Stocks
35
34
Portfolio P/E
51.64
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%