Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Avestha - Growth
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%
0.64%
6 Months
2.30%
21.51%
1 Year
9.30%
15.87%
3 Years
13.80%
14.38%
5 Years
16.30%
17.96%
Since Inception
18.90%
16.82%
Fund Age
10 yrs 1 mo
8 yrs 9 mo
AUM
₹2,128.58 Cr
₹1,503.25 Cr
Alpha – 1 Year
4.60%
11.15%
Alpha – 3 Years
1.70%
2.29%
Information Ratio – 3 Years
0.16
0.39
Volatility – 1 Year
18.96%
27.51%
Volatility – 3 Years
16.97%
22.70%
Beta – 1 Year
1.03
1.48
Beta – 3 Years
0.88
1.25
Sharpe Ratio – 1 Year
0.27
0.47
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
0.21%
1.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−14.69%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
—
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%