Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Ambit - caliber
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%
1.17%
6 Months
2.30%
3.92%
1 Year
9.30%
9.29%
3 Years
13.80%
14.80%
5 Years
16.30%
9.78%
Since Inception
18.90%
14.35%
Fund Age
10 yrs 1 mo
5 yrs 5 mo
AUM
₹2,128.58 Cr
₹95.56 Cr
Alpha – 1 Year
4.60%
9.72%
Alpha – 3 Years
1.70%
6.23%
Information Ratio – 3 Years
0.16
0.76
Volatility – 1 Year
18.96%
16.82%
Volatility – 3 Years
16.97%
15.81%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
0.98
Sharpe Ratio – 1 Year
0.27
0.29
Sharpe Ratio – 3 Years
0.54
0.61
Worst Rolling Year
0.21%
5.26%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−14.69%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 55% · M 33% · S 10%
Number of Stocks
—
59
Portfolio P/E
—
34.30
Top 5 Holdings
—
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%