Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ACE PRO - Galaxy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ACE PRO - Galaxy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−3.12%
6 Months
2.30%
−4.71%
1 Year
9.30%
−3.08%
3 Years
13.80%
0.90%
5 Years
16.30%
2.23%
Since Inception
18.90%
3.05%
Fund Age
10 yrs 1 mo
8 yrs 1 mo
AUM
₹2,128.58 Cr
₹0.38 Cr
Alpha – 1 Year
4.60%
−2.73%
Alpha – 3 Years
1.70%
−8.10%
Information Ratio – 3 Years
0.16
-0.39
Volatility – 1 Year
18.96%
6.90%
Volatility – 3 Years
16.97%
8.35%
Beta – 1 Year
1.03
0.35
Beta – 3 Years
0.88
0.40
Sharpe Ratio – 1 Year
0.27
-1.18
Sharpe Ratio – 3 Years
0.54
-0.31
Worst Rolling Year
0.21%
0.90%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−14.69%
−16.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
99.95%
Median Rolling Year
19.90%
7.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Top Sectors
—
—
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%
3% / 2% / 1%