Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Accuracap - Alpha 10
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Accuracap - Alpha 10
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%
−0.35%
6 Months
2.30%
5.61%
1 Year
9.30%
10.19%
3 Years
13.80%
9.70%
5 Years
16.30%
7.80%
Since Inception
18.90%
13.10%
Fund Age
10 yrs 1 mo
14 yrs 11 mo
AUM
₹2,128.58 Cr
₹88.88 Cr
Alpha – 1 Year
4.60%
10.54%
Alpha – 3 Years
1.70%
0.70%
Information Ratio – 3 Years
0.16
0.00
Volatility – 1 Year
18.96%
15.04%
Volatility – 3 Years
16.97%
14.30%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.88
0.96
Sharpe Ratio – 1 Year
0.27
0.37
Sharpe Ratio – 3 Years
0.54
0.35
Worst Rolling Year
0.21%
4.17%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−14.69%
−20.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
13.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 86% · M 13% · S 0%
Number of Stocks
—
37
Portfolio P/E
—
—
Top 5 Holdings
—
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Top Sectors
—
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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%