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Growth Fund
Growth Fund

Growth Fund

  • Clockvine Capital Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 144
    Out of 235*
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Portfolio age1 year, 9 months
3.75%
4.27%
Hurdle Rate**10.00%
Fixed fee1.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Eclerx Services Ltd7.13%
  • Radico Khaitan Ltd6.95%
  • S.J.S. Enterprises Limited6.04%
  • Thangamayil Jewellery Ltd5.18%
  • Usha Martin Ltd4.6%

bt_logoPORTFOLIO MANAGERS

Jasdeep Walia
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM78.82
  • Highest Return In 1 Yr-1.28%
Profile

Jasdeep is the founder and fund manager of Clockvine Capital.Jasdeep has worked for almost 17 years (2004-2021) at Kotak Mahindra Bank in various businesses related to equity markets. He has had comprehensive experience on various facets of business: equity research, investment management and sales.Jasdeep has done Bachelors of Engineering (1998-2002) from Netaji Subhas University of Technology and MBA from IIM-Kolkata (2002-2004)

Other Schemes
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Growth Fund
AUM (₹ Cr)
₹78.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
124 Out of 251
Fixed Fee
1.00%
Scheme Return
3.75%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
78.82
(As on Oct, 2025)
Inception Date
Feb 21, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate ~15% CAGR return over long term (3-5 years) through investing in a basket of small, mid and large cap stocks.

Investment Approach

To generate ~15% CAGR return over long term (3-5 years) through investing in a basket of small, mid and large cap stocks.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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  • Grid
Compare
Growth Fund
AUM (₹ Cr)
₹78.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
123 Out of 251
Fixed Fee
1.00%
Scheme Return
3.75%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Clockvine Capital Advisors Pvt Ltd
Clockvine Capital Advisors Pvt Ltd manages assets worth Rs 90.82 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

90.82 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Growth Fund
AUM (₹ Cr)
₹78.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
124 Out of 251
Fixed Fee
1.00%
Scheme Return
3.75%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Growth Fund?
The hurdle rate of Growth Fund is 10.00%.
What is the fixed fee charged in Growth Fund ?
The fixed fee charged in Growth Fund is 1.00%.
What is the variable fee charged in Growth Fund ?
There is no option for Variable fee.
What is the profit sharing in Growth Fund ?
The profit sharing in Growth Fund is 20% Profit Sharing over 10% Hurdle.
What is the minimum investment in Growth Fund ?
The minimum investment in Growth Fund is ₹50 Lacs
What type of scheme is Growth Fund?
Growth Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Growth Fund?
The inception date of Growth Fund is Feb 21, 2024.
What is the exit load of Growth Fund?
Exit load is 0%

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