Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ASK-EOP
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ASK-EOP
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%
1.83%
6 Months
2.30%
−2.22%
1 Year
9.30%
−4.46%
3 Years
13.80%
4.69%
5 Years
16.30%
4.88%
Since Inception
18.90%
9.48%
Fund Age
10 yrs 1 mo
8 yrs 11 mo
AUM
₹2,128.58 Cr
₹242.51 Cr
Alpha – 1 Year
4.60%
−7.44%
Alpha – 3 Years
1.70%
−7.19%
Information Ratio – 3 Years
0.16
-1.12
Volatility – 1 Year
18.96%
16.89%
Volatility – 3 Years
16.97%
18.01%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.27
-0.51
Sharpe Ratio – 3 Years
0.54
0.04
Worst Rolling Year
0.21%
2.18%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−14.69%
−24.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 12% · M 53% · S 34%
Number of Stocks
—
34
Portfolio P/E
—
41.30
Top 5 Holdings
—
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Top Sectors
—
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%
0% / 0% / 0%