Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ACE PRO - Large Cap
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ACE PRO - Large Cap
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%
0.47%
6 Months
2.30%
−2.07%
1 Year
9.30%
−0.17%
3 Years
13.80%
9.32%
5 Years
16.30%
7.90%
Since Inception
18.90%
11.39%
Fund Age
10 yrs 1 mo
7 yrs 6 mo
AUM
₹2,128.58 Cr
₹2.61 Cr
Alpha – 1 Year
4.60%
0.18%
Alpha – 3 Years
1.70%
0.32%
Information Ratio – 3 Years
0.16
0.24
Volatility – 1 Year
18.96%
16.91%
Volatility – 3 Years
16.97%
14.31%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
0.88
1.01
Sharpe Ratio – 1 Year
0.27
-0.24
Sharpe Ratio – 3 Years
0.54
0.31
Worst Rolling Year
0.21%
7.30%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−17.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 90% · M 2% · S 8%
Number of Stocks
—
26
Portfolio P/E
—
24.76
Top 5 Holdings
—
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Top Sectors
—
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%