Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
4.97%
6 Months
2.30%
23.68%
1 Year
9.30%
18.36%
3 Years
13.80%
19.56%
5 Years
16.30%
16.83%
Since Inception
18.90%
14.91%
Fund Age
10 yrs 1 mo
9 yrs 3 mo
AUM
₹2,128.58 Cr
₹884.23 Cr
Alpha – 1 Year
4.60%
13.64%
Alpha – 3 Years
1.70%
7.47%
Information Ratio – 3 Years
0.16
0.73
Volatility – 1 Year
18.96%
27.03%
Volatility – 3 Years
16.97%
23.64%
Beta – 1 Year
1.03
1.39
Beta – 3 Years
0.88
1.25
Sharpe Ratio – 1 Year
0.27
0.55
Sharpe Ratio – 3 Years
0.54
0.71
Worst Rolling Year
0.21%
-7.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−14.69%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
98.85%
91.90%
Median Rolling Year
19.90%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 14% · M 23% · S 57%
Number of Stocks
—
18
Portfolio P/E
—
42.38
Top 5 Holdings
—
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
—
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%