Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
2.30%
8.59%
1 Year
9.30%
1.40%
3 Years
13.80%
11.84%
5 Years
16.30%
6.21%
Since Inception
18.90%
7.85%
Fund Age
10 yrs 1 mo
5 yrs 3 mo
AUM
₹2,128.58 Cr
₹3.73 Cr
Alpha – 1 Year
4.60%
−3.32%
Alpha – 3 Years
1.70%
−0.25%
Information Ratio – 3 Years
0.16
0.11
Volatility – 1 Year
18.96%
23.13%
Volatility – 3 Years
16.97%
17.54%
Beta – 1 Year
1.03
1.25
Beta – 3 Years
0.88
0.97
Sharpe Ratio – 1 Year
0.27
-0.06
Sharpe Ratio – 3 Years
0.54
0.45
Worst Rolling Year
0.21%
5.77%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−14.69%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 3% · M 32% · S 59%
Number of Stocks
—
19
Portfolio P/E
—
26.66
Top 5 Holdings
—
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 0%