Clockvine Growth Fund
EQUITY FLEXI CAP
To generate ~15% CAGR return over long term (3-5 years) through investing in a basket of small, mid and large cap stocks.
+12.10%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
21 Feb '24
Total AUM
₹78.82Cr
Min. investment
--
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.6%
Cash0.4%
Equity market cap split
Small Cap66.1%
Large Cap21.9%
Mid Cap11.3%
Min. investment & fees structure
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MJMr. Jasdeep WaliaFounder and Fund Manager, Clockvine CapitalView details
MJ
Mr. Jasdeep Walia
Founder and Fund Manager, Clockvine Capital
View details
About
"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). "
Experience
Almost 17 years of experience in various businesses related to equity markets (2004-2021).
Investment philosophy
Equity markets, with a focus on equity research, investment management, and sales.
Previously worked at
- Kotak Mahindra Bank
Awards
- Gained comprehensive experience across various facets of the equity business during a 17-year tenure at Kotak. Holds an MBA from IIM-Kolkata and a B.E. from NSUT.
PMS house
Clockvine Capital Advisors Pvt Ltd
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