PMS · Equity · Flexi Cap
Clockvine Growth Fund
Fund size₹101 Cr
IRRSince inception19.17%
1Y return27.02%
Fund age2 yrs 6 mo
Fund Manager
Growth of₹Cr
Clockvine Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Clockvine Growth | 22.77% | 27.02% | 10.35% | — | — | 19.17% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 6.60% |
| Excess over benchmark | 23.79% | 22.30% | 10.46% | — | — | 12.57% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
22.17%
Benchmark approx 15.80%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.95
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −17.18%, and recovered on 07 May 2026.
Max drawdowns
−17.18%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −17.18% | – | 07 May 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−17.18%
Fell over–
Recovered07 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
35
P/E ratio
51.64
P/B ratio
6.88
Dividend yield
0.35%
Avg market cap
₹66,360 Cr
Median market cap
₹17,371 Cr
Asset class
Equity
Market cap
Large cap14.67%
Mid cap19.42%
Small cap65.50%
Cash & others0.41%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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