Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−1.54%
6 Months
2.30%
−5.38%
1 Year
9.30%
−6.70%
3 Years
13.80%
7.98%
5 Years
16.30%
—
Since Inception
18.90%
7.98%
Fund Age
10 yrs 1 mo
2 yrs 11 mo
AUM
₹2,128.58 Cr
₹7.31 Cr
Alpha – 1 Year
4.60%
−6.35%
Alpha – 3 Years
1.70%
−1.02%
Information Ratio – 3 Years
0.16
-0.08
Volatility – 1 Year
18.96%
17.44%
Volatility – 3 Years
16.97%
15.65%
Beta – 1 Year
1.03
1.08
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.61
Sharpe Ratio – 3 Years
0.54
0.22
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
Top 5 Holdings
—
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1.5% / 0% / 0%