Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alchemy Alpha 100
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alchemy Alpha 100
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%
0.71%
6 Months
2.30%
0.51%
1 Year
9.30%
12.01%
3 Years
13.80%
12.45%
5 Years
16.30%
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Since Inception
18.90%
12.40%
Fund Age
10 yrs 1 mo
3 yrs
AUM
₹2,128.58 Cr
₹22.7 Cr
Alpha – 1 Year
4.60%
12.36%
Alpha – 3 Years
1.70%
3.45%
Information Ratio – 3 Years
0.16
0.50
Volatility – 1 Year
18.96%
19.89%
Volatility – 3 Years
16.97%
17.57%
Beta – 1 Year
1.03
1.18
Beta – 3 Years
0.88
1.20
Sharpe Ratio – 1 Year
0.27
0.40
Sharpe Ratio – 3 Years
0.54
0.46
Worst Rolling Year
0.21%
12.43%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−14.69%
−26.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
12.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 99%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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