Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alchemy Smart Alpha 250
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%
2.23%
6 Months
2.30%
5.86%
1 Year
9.30%
18.36%
3 Years
13.80%
18.72%
5 Years
16.30%
—
Since Inception
18.90%
18.90%
Fund Age
10 yrs 1 mo
3 yrs
AUM
₹2,128.58 Cr
₹750.57 Cr
Alpha – 1 Year
4.60%
13.64%
Alpha – 3 Years
1.70%
6.63%
Information Ratio – 3 Years
0.16
0.54
Volatility – 1 Year
18.96%
20.46%
Volatility – 3 Years
16.97%
21.62%
Beta – 1 Year
1.03
1.00
Beta – 3 Years
0.88
1.18
Sharpe Ratio – 1 Year
0.27
0.66
Sharpe Ratio – 3 Years
0.54
0.66
Worst Rolling Year
0.21%
18.50%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−29.06%
Recovery Period
Not yet recovered
394 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.09%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 37% · M 53% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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%
1% / 0% / 0%