Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.87%
6 Months
2.30%
30.77%
1 Year
9.30%
28.96%
3 Years
13.80%
24.68%
5 Years
16.30%
24.06%
Since Inception
18.90%
19.53%
Fund Age
10 yrs 1 mo
8 yrs 8 mo
AUM
₹2,128.58 Cr
₹11.41 Cr
Alpha – 1 Year
4.60%
24.24%
Alpha – 3 Years
1.70%
12.59%
Information Ratio – 3 Years
0.16
0.80
Volatility – 1 Year
18.96%
25.13%
Volatility – 3 Years
16.97%
25.00%
Beta – 1 Year
1.03
1.30
Beta – 3 Years
0.88
1.32
Sharpe Ratio – 1 Year
0.27
0.92
Sharpe Ratio – 3 Years
0.54
0.80
Worst Rolling Year
0.21%
4.85%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−14.69%
−27.69%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
M 10% · S 86%
Number of Stocks
—
19
Portfolio P/E
—
28.00
Top 5 Holdings
—
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
—
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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% / 0% / 0%