Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ASK core Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ASK core Portfolio
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%
1.84%
6 Months
2.30%
−7.36%
1 Year
9.30%
−4.21%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
−4.18%
Fund Age
10 yrs 1 mo
12 mo
AUM
₹2,128.58 Cr
₹139.3 Cr
Alpha – 1 Year
4.60%
−3.78%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
16.33%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.01
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.52
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−16.12%
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%
L 76% · M 10% · S 10%
Number of Stocks
—
15
Portfolio P/E
—
28.49
Top 5 Holdings
—
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Top Sectors
—
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—