Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.07%
6 Months
2.30%
0.22%
1 Year
9.30%
−0.22%
3 Years
13.80%
10.30%
5 Years
16.30%
7.32%
Since Inception
18.90%
13.09%
Fund Age
10 yrs 1 mo
9 yrs 5 mo
AUM
₹2,128.58 Cr
₹1,137.66 Cr
Alpha – 1 Year
4.60%
0.13%
Alpha – 3 Years
1.70%
1.30%
Information Ratio – 3 Years
0.16
0.24
Volatility – 1 Year
18.96%
15.66%
Volatility – 3 Years
16.97%
13.99%
Beta – 1 Year
1.03
0.91
Beta – 3 Years
0.88
0.93
Sharpe Ratio – 1 Year
0.27
-0.28
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
0.21%
-24.48%
Value at Worst Rolling Year
₹1.00 Cr
₹0.76 Cr
Deepest Drawdown
−14.69%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
99.28%
Median Rolling Year
19.90%
13.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
Top 5 Holdings
—
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
—
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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%
1% / 0% / 0%