Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
AlfAccurate Advisors - AAA IOP
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%
2.31%
6 Months
2.30%
5.51%
1 Year
9.30%
6.39%
3 Years
13.80%
13.57%
5 Years
16.30%
12.29%
Since Inception
18.90%
17.45%
Fund Age
10 yrs 1 mo
16 yrs 9 mo
AUM
₹2,128.58 Cr
₹2,223.2 Cr
Alpha – 1 Year
4.60%
1.67%
Alpha – 3 Years
1.70%
1.48%
Information Ratio – 3 Years
0.16
0.57
Volatility – 1 Year
18.96%
18.05%
Volatility – 3 Years
16.97%
15.15%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
0.96
Sharpe Ratio – 1 Year
0.27
0.14
Sharpe Ratio – 3 Years
0.54
0.62
Worst Rolling Year
0.21%
-5.62%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−14.69%
−17.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
96.40%
Median Rolling Year
19.90%
18.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 49% · M 25% · S 21%
Number of Stocks
—
55
Portfolio P/E
—
35.38
Top 5 Holdings
—
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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%
2% / 0% / 0%