Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
2.30%
7.76%
1 Year
9.30%
8.69%
3 Years
13.80%
14.17%
5 Years
16.30%
—
Since Inception
18.90%
18.23%
Fund Age
10 yrs 1 mo
3 yrs 4 mo
AUM
₹2,128.58 Cr
₹10.3 Cr
Alpha – 1 Year
4.60%
3.97%
Alpha – 3 Years
1.70%
2.09%
Information Ratio – 3 Years
0.16
1.14
Volatility – 1 Year
18.96%
18.17%
Volatility – 3 Years
16.97%
15.44%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.27
0.32
Sharpe Ratio – 3 Years
0.54
0.69
Worst Rolling Year
0.21%
13.56%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−14.69%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.40%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.10% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%