Portfolio Management Services (PMS)Compare Schemes
Clockvine Growth Fund vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Clockvine Growth Fund
Valtrust Momentum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.26%
4.78%
6 Months
31.09%
15.08%
1 Year
27.02%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
19.17%
23.12%
Fund Age
2 yrs 6 mo
3 yrs 7 mo
AUM
₹101.46 Cr
₹78.91 Cr
Alpha – 1 Year
22.30%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
22.17%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.95
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−17.18%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 15% · M 19% · S 66%
L 15% · M 30% · S 55%
Number of Stocks
35
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%