Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.43%
6 Months
2.30%
−0.15%
1 Year
9.30%
3.64%
3 Years
13.80%
7.57%
5 Years
16.30%
7.89%
Since Inception
18.90%
17.66%
Fund Age
10 yrs 1 mo
17 yrs 7 mo
AUM
₹2,128.58 Cr
₹185.1 Cr
Alpha – 1 Year
4.60%
3.99%
Alpha – 3 Years
1.70%
−1.43%
Information Ratio – 3 Years
0.16
-0.34
Volatility – 1 Year
18.96%
16.54%
Volatility – 3 Years
16.97%
14.10%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.27
-0.02
Sharpe Ratio – 3 Years
0.54
0.22
Worst Rolling Year
0.21%
-13.10%
Value at Worst Rolling Year
₹1.00 Cr
₹0.87 Cr
Deepest Drawdown
−14.69%
−19.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
88.58%
Median Rolling Year
19.90%
13.79%
5-Year Rolling Windows Positive
100.00%
99.34%
Market-Cap Mix
L 16% · M 21% · S 57%
L 67% · M 21% · S 11%
Number of Stocks
—
42
Portfolio P/E
—
30.97
Top 5 Holdings
—
ICICI Bank Ltd · 6.18%
Bharti Airtel Ltd · 5.54%
Sun Pharmaceutical Industries Ltd · 4.58%
HDFC Bank Ltd · 4.42%
United Spirits Ltd · 4.01%
Top Sectors
—
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0%