Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
2.30%
9.28%
1 Year
9.30%
4.13%
3 Years
13.80%
7.71%
5 Years
16.30%
8.27%
Since Inception
18.90%
11.49%
Fund Age
10 yrs 1 mo
8 yrs 5 mo
AUM
₹2,128.58 Cr
₹123.55 Cr
Alpha – 1 Year
4.60%
−0.59%
Alpha – 3 Years
1.70%
−4.38%
Information Ratio – 3 Years
0.16
-0.33
Volatility – 1 Year
18.96%
21.50%
Volatility – 3 Years
16.97%
16.95%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
0.97
Sharpe Ratio – 1 Year
0.27
-0.02
Sharpe Ratio – 3 Years
0.54
0.26
Worst Rolling Year
0.21%
7.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 29% · M 38% · S 31%
Number of Stocks
—
20
Portfolio P/E
—
49.58
Top 5 Holdings
—
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%