Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
7.30%
6 Months
2.30%
20.36%
1 Year
9.30%
18.14%
3 Years
13.80%
21.64%
5 Years
16.30%
16.27%
Since Inception
18.90%
19.97%
Fund Age
10 yrs 1 mo
17 yrs 8 mo
AUM
₹2,128.58 Cr
₹5,014.26 Cr
Alpha – 1 Year
4.60%
13.42%
Alpha – 3 Years
1.70%
9.55%
Information Ratio – 3 Years
0.16
0.97
Volatility – 1 Year
18.96%
21.97%
Volatility – 3 Years
16.97%
19.06%
Beta – 1 Year
1.03
1.13
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.27
0.62
Sharpe Ratio – 3 Years
0.54
0.85
Worst Rolling Year
0.21%
-6.02%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−14.69%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
98.85%
95.34%
Median Rolling Year
19.90%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 38% · M 28% · S 30%
Number of Stocks
—
97
Portfolio P/E
—
63.07
Top 5 Holdings
—
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
—
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%
1% / 0% / 0%