Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.54%
6 Months
2.30%
3.13%
1 Year
9.30%
3.79%
3 Years
13.80%
10.28%
5 Years
16.30%
10.26%
Since Inception
18.90%
14.16%
Fund Age
10 yrs 1 mo
8 yrs 2 mo
AUM
₹2,128.58 Cr
₹1,116.87 Cr
Alpha – 1 Year
4.60%
−0.93%
Alpha – 3 Years
1.70%
−1.81%
Information Ratio – 3 Years
0.16
-0.53
Volatility – 1 Year
18.96%
16.47%
Volatility – 3 Years
16.97%
15.93%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.27
-0.01
Sharpe Ratio – 3 Years
0.54
0.36
Worst Rolling Year
0.21%
9.53%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−22.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
20.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 52% · M 29% · S 15%
Number of Stocks
—
40
Portfolio P/E
—
27.63
Top 5 Holdings
—
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
Top Sectors
—
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%