Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.82%
6 Months
2.30%
−7.08%
1 Year
9.30%
−4.02%
3 Years
13.80%
1.10%
5 Years
16.30%
2.02%
Since Inception
18.90%
13.04%
Fund Age
10 yrs 1 mo
17 yrs 10 mo
AUM
₹2,128.58 Cr
₹50.53 Cr
Alpha – 1 Year
4.60%
−3.59%
Alpha – 3 Years
1.70%
−7.46%
Information Ratio – 3 Years
0.16
-1.28
Volatility – 1 Year
18.96%
16.65%
Volatility – 3 Years
16.97%
15.47%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
0.27
-0.49
Sharpe Ratio – 3 Years
0.54
-0.20
Worst Rolling Year
0.21%
-4.00%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−14.69%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
97.78%
Median Rolling Year
19.90%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 74% · M 13% · S 9%
Number of Stocks
—
15
Portfolio P/E
—
27.97
Top 5 Holdings
—
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—