Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Abans Investment - Smart Beta Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Abans Investment - Smart Beta Portfolio
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%
5.82%
6 Months
2.30%
7.57%
1 Year
9.30%
24.83%
3 Years
13.80%
11.31%
5 Years
16.30%
11.03%
Since Inception
18.90%
14.72%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹2,128.58 Cr
₹2.98 Cr
Alpha – 1 Year
4.60%
20.11%
Alpha – 3 Years
1.70%
−0.77%
Information Ratio – 3 Years
0.16
-0.21
Volatility – 1 Year
18.96%
23.09%
Volatility – 3 Years
16.97%
22.29%
Beta – 1 Year
1.03
1.17
Beta – 3 Years
0.88
1.15
Sharpe Ratio – 1 Year
0.27
0.85
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
0.21%
5.08%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−14.69%
−34.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
M 99%
Number of Stocks
—
10
Portfolio P/E
—
24.78
Top 5 Holdings
—
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Top Sectors
—
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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%
2% / 1% / 0%