Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Abakkus - All Cap Approach
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Abakkus - All Cap Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.37%
6 Months
2.30%
−0.19%
1 Year
9.30%
10.10%
3 Years
13.80%
12.11%
5 Years
16.30%
13.02%
Since Inception
18.90%
22.34%
Fund Age
10 yrs 1 mo
5 yrs 10 mo
AUM
₹2,128.58 Cr
₹7,768.91 Cr
Alpha – 1 Year
4.60%
5.38%
Alpha – 3 Years
1.70%
0.02%
Information Ratio – 3 Years
0.16
0.42
Volatility – 1 Year
18.96%
16.46%
Volatility – 3 Years
16.97%
14.48%
Beta – 1 Year
1.03
0.92
Beta – 3 Years
0.88
0.91
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
0.54
0.62
Worst Rolling Year
0.21%
10.43%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−20.45%
Recovery Period
Not yet recovered
240 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 53% · M 26% · S 13%
Number of Stocks
—
25
Portfolio P/E
—
28.28
Top 5 Holdings
—
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Top Sectors
—
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1.5% / 0% / 0%