Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.56%
6 Months
2.30%
11.47%
1 Year
9.30%
5.40%
3 Years
13.80%
7.77%
5 Years
16.30%
—
Since Inception
18.90%
9.99%
Fund Age
10 yrs 1 mo
4 yrs 9 mo
AUM
₹2,128.58 Cr
₹144.91 Cr
Alpha – 1 Year
4.60%
0.68%
Alpha – 3 Years
1.70%
−4.32%
Information Ratio – 3 Years
0.16
0.13
Volatility – 1 Year
18.96%
24.35%
Volatility – 3 Years
16.97%
20.17%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.88
1.11
Sharpe Ratio – 1 Year
0.27
0.11
Sharpe Ratio – 3 Years
0.54
0.39
Worst Rolling Year
0.21%
7.72%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−14.69%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
Top 5 Holdings
—
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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%
2% / 1% / 0%