Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
6.35%
6 Months
31.09%
17.95%
1 Year
27.02%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
19.17%
19.34%
Fund Age
2 yrs 6 mo
3 yrs 6 mo
AUM
₹101.46 Cr
₹18.73 Cr
Alpha – 1 Year
22.30%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
22.17%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.95
0.75
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.18%
—
Recovery Period
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%
—
Number of Stocks
35
—
Portfolio P/E
51.64
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%