Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Anand Rathi Advisors - Flexicap Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Anand Rathi Advisors - Flexicap 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%
0.69%
6 Months
2.30%
5.44%
1 Year
9.30%
8.55%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
13.60%
Fund Age
10 yrs 1 mo
2 yrs 9 mo
AUM
₹2,128.58 Cr
₹1.41 Cr
Alpha – 1 Year
4.60%
3.83%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
17.87%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.03
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.27
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−13.69%
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%
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
—
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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%