Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Accuracap - dynamo
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Accuracap - dynamo
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
5.71%
6 Months
2.30%
27.61%
1 Year
9.30%
16.90%
3 Years
13.80%
25.00%
5 Years
16.30%
21.60%
Since Inception
18.90%
24.00%
Fund Age
10 yrs 1 mo
9 yrs 8 mo
AUM
₹2,128.58 Cr
₹20.03 Cr
Alpha – 1 Year
4.60%
12.18%
Alpha – 3 Years
1.70%
12.90%
Information Ratio – 3 Years
0.16
0.89
Volatility – 1 Year
18.96%
24.67%
Volatility – 3 Years
16.97%
25.07%
Beta – 1 Year
1.03
1.19
Beta – 3 Years
0.88
1.24
Sharpe Ratio – 1 Year
0.27
0.53
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
0.21%
-7.27%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−14.69%
−21.64%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
98.85%
83.74%
Median Rolling Year
19.90%
28.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
M 4% · S 95%
Number of Stocks
—
118
Portfolio P/E
—
—
Top 5 Holdings
—
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
Top Sectors
—
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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% / –