Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ASK-IVP
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%
1.91%
6 Months
2.30%
−1.55%
1 Year
9.30%
2.26%
3 Years
13.80%
3.37%
5 Years
16.30%
4.66%
Since Inception
18.90%
9.07%
Fund Age
10 yrs 1 mo
6 yrs 8 mo
AUM
₹2,128.58 Cr
₹55.15 Cr
Alpha – 1 Year
4.60%
−0.72%
Alpha – 3 Years
1.70%
−8.51%
Information Ratio – 3 Years
0.16
-1.16
Volatility – 1 Year
18.96%
17.30%
Volatility – 3 Years
16.97%
16.20%
Beta – 1 Year
1.03
0.96
Beta – 3 Years
0.88
0.96
Sharpe Ratio – 1 Year
0.27
-0.10
Sharpe Ratio – 3 Years
0.54
-0.05
Worst Rolling Year
0.21%
0.65%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−14.69%
−23.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
99.70%
Median Rolling Year
19.90%
10.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 62% · M 31% · S 6%
Number of Stocks
—
26
Portfolio P/E
—
31.94
Top 5 Holdings
—
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
—
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%