Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Agreya Momentum
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Agreya Momentum
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%
2.01%
6 Months
2.30%
−6.39%
1 Year
9.30%
−0.30%
3 Years
13.80%
8.15%
5 Years
16.30%
6.89%
Since Inception
18.90%
10.58%
Fund Age
10 yrs 1 mo
4 yrs 2 mo
AUM
₹2,128.58 Cr
₹203.15 Cr
Alpha – 1 Year
4.60%
0.05%
Alpha – 3 Years
1.70%
−0.85%
Information Ratio – 3 Years
0.16
-0.08
Volatility – 1 Year
18.96%
17.22%
Volatility – 3 Years
16.97%
15.94%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
0.95
Sharpe Ratio – 1 Year
0.27
-0.24
Sharpe Ratio – 3 Years
0.54
0.25
Worst Rolling Year
0.21%
14.66%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−14.69%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
20.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Nippon India ETF Nifty 50 BeES · 7.35%
Punjab National Bank · 6.10%
Shriram Finance Ltd · 6.02%
Zydus Lifesciences Ltd · 4.69%
Samvardhana Motherson International Ltd · 4.02%
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%
0% / 0% / 0%