Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Abakkus - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Abakkus - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
3.04%
6 Months
2.30%
10.82%
1 Year
9.30%
8.67%
3 Years
13.80%
13.08%
5 Years
16.30%
15.51%
Since Inception
18.90%
26.40%
Fund Age
10 yrs 1 mo
6 yrs
AUM
₹2,128.58 Cr
₹5,996.39 Cr
Alpha – 1 Year
4.60%
3.95%
Alpha – 3 Years
1.70%
0.99%
Information Ratio – 3 Years
0.16
0.24
Volatility – 1 Year
18.96%
22.00%
Volatility – 3 Years
16.97%
18.61%
Beta – 1 Year
1.03
1.19
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.27
0.24
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
0.21%
12.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−14.69%
−22.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
24.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 8% · M 29% · S 55%
Number of Stocks
—
30
Portfolio P/E
—
25.07
Top 5 Holdings
—
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Top Sectors
—
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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%