Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ASK Strategic
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%
1.77%
6 Months
2.30%
−2.32%
1 Year
9.30%
−4.30%
3 Years
13.80%
4.86%
5 Years
16.30%
5.12%
Since Inception
18.90%
13.15%
Fund Age
10 yrs 1 mo
16 yrs 7 mo
AUM
₹2,128.58 Cr
₹21.07 Cr
Alpha – 1 Year
4.60%
−7.28%
Alpha – 3 Years
1.70%
−7.02%
Information Ratio – 3 Years
0.16
-1.10
Volatility – 1 Year
18.96%
16.85%
Volatility – 3 Years
16.97%
18.06%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.27
-0.50
Sharpe Ratio – 3 Years
0.54
0.05
Worst Rolling Year
0.21%
-4.57%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−14.69%
−24.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
95.10%
Median Rolling Year
19.90%
13.12%
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
—
41.34
Top 5 Holdings
—
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
—
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—