Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Alphaa MPT Plus Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Alphaa MPT Plus Fund
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%
−0.02%
6 Months
2.30%
3.82%
1 Year
9.30%
5.88%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
13.46%
Fund Age
10 yrs 1 mo
2 yrs 11 mo
AUM
₹2,128.58 Cr
₹17.93 Cr
Alpha – 1 Year
4.60%
6.23%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
0.93
Volatility – 1 Year
18.96%
18.15%
Volatility – 3 Years
16.97%
15.54%
Beta – 1 Year
1.03
1.08
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.11
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−15.91%
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 66% · M 30% · S 4%
Number of Stocks
—
38
Portfolio P/E
—
28.05
Top 5 Holdings
—
BSE Ltd · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
Top Sectors
—
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Fixed Fee
1.50% / yr
0.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0.5% / 0% / 0%