Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alphaa Focused Small-Cap Portfolio
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%
0.26%
6 Months
2.30%
4.25%
1 Year
9.30%
−3.44%
3 Years
13.80%
9.79%
5 Years
16.30%
—
Since Inception
18.90%
10.87%
Fund Age
10 yrs 1 mo
3 yrs
AUM
₹2,128.58 Cr
₹15.27 Cr
Alpha – 1 Year
4.60%
−3.09%
Alpha – 3 Years
1.70%
0.79%
Information Ratio – 3 Years
0.16
0.12
Volatility – 1 Year
18.96%
22.93%
Volatility – 3 Years
16.97%
21.19%
Beta – 1 Year
1.03
1.23
Beta – 3 Years
0.88
1.16
Sharpe Ratio – 1 Year
0.27
-0.28
Sharpe Ratio – 3 Years
0.54
0.30
Worst Rolling Year
0.21%
9.80%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−27.79%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
11.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 0% · S 97%
Number of Stocks
—
46
Portfolio P/E
—
22.80
Top 5 Holdings
—
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
1.50% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 10%
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1.5% / 0% / 0%