Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Aditya Birla Sun Life (ABSL) - Top 200 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%
−1.74%
6 Months
2.30%
−2.37%
1 Year
9.30%
−2.18%
3 Years
13.80%
7.83%
5 Years
16.30%
8.45%
Since Inception
18.90%
11.13%
Fund Age
10 yrs 1 mo
11 yrs 3 mo
AUM
₹2,128.58 Cr
₹82.12 Cr
Alpha – 1 Year
4.60%
−1.83%
Alpha – 3 Years
1.70%
−1.17%
Information Ratio – 3 Years
0.16
-0.28
Volatility – 1 Year
18.96%
16.28%
Volatility – 3 Years
16.97%
14.70%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.27
-0.38
Sharpe Ratio – 3 Years
0.54
0.23
Worst Rolling Year
0.21%
-2.66%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−14.69%
−21.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
99.44%
Median Rolling Year
19.90%
14.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 78% · M 13% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
27.03
Top 5 Holdings
—
Bharti Airtel Ltd · 7.84%
ICICI Bank Ltd · 7.15%
Trent Ltd · 6.30%
Cummins India Ltd · 5.29%
HDFC Bank Ltd · 4.63%
Top Sectors
—
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
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%