The investment objective is to achieve an approximate compound annual growth rate (CAGR) of 15% over a strategic horizon of three to five years by deploying capital across a diversified portfolio of small, mid, and large capitalization equities.
The investment objective is to achieve a Compound Annual Growth Rate (CAGR) of approximately 15% over a medium to long-term horizon of 3 to 5 years. This will be accomplished by investing in a diversified portfolio comprising small-cap, mid-cap, and large-cap equities.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.85% | -0.24% | -1.61% |
| 3 MONTHS | 4.22% | 5.02% | -0.80% |
| 6 MONTHS | 3.70% | 1.63% | 2.07% |
| 1 YEAR | 1.02% | 7.63% | -6.61% |
| SINCE INCEPTION | 13.47% | 9.95% | 3.52% |
| Year | Return |
|---|---|
| CY 2025 | 1.02% |
| Year | Return |
|---|---|
| FY 26_YTD | 13.75% |
| FY 25 | 9.42% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Jasdeep, founder and fund manager at Clockvine Capital, possesses extensive experience in the equity markets, cultivated over approximately 17 years (2004-2021) at Kotak Mahindra Bank. His professional journey encompassed diverse roles within the equity sector, including equity research, investment management, and sales. He holds a Bachelor of Engineering degree from Netaji Subhas University of Technology (1998-2002) and an MBA from IIM-Kolkata (2002-2004).
AMC: 1%
AMC: No Option
Hurdle: 10.00%
Profit Sharing: 20% Profit Sharing over 10% Hurdle
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
