Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs AlfAccurate Advisors - AAA shariah
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
AlfAccurate Advisors - AAA shariah
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%
3.35%
6 Months
2.30%
19.63%
1 Year
9.30%
10.64%
3 Years
13.80%
12.35%
5 Years
16.30%
10.14%
Since Inception
18.90%
15.37%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹2,128.58 Cr
₹270.22 Cr
Alpha – 1 Year
4.60%
5.92%
Alpha – 3 Years
1.70%
0.26%
Information Ratio – 3 Years
0.16
0.03
Volatility – 1 Year
18.96%
18.45%
Volatility – 3 Years
16.97%
15.68%
Beta – 1 Year
1.03
0.92
Beta – 3 Years
0.88
0.90
Sharpe Ratio – 1 Year
0.27
0.35
Sharpe Ratio – 3 Years
0.54
0.49
Worst Rolling Year
0.21%
6.65%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−22.78%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
16.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 27% · M 25% · S 36%
Number of Stocks
—
44
Portfolio P/E
—
41.34
Top 5 Holdings
—
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%