Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Axis - APLHASENSE AI
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Axis - APLHASENSE AI
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%
0.11%
6 Months
2.30%
−3.92%
1 Year
9.30%
−6.84%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
4.50%
Fund Age
10 yrs 1 mo
2 yrs 8 mo
AUM
₹2,128.58 Cr
₹3.74 Cr
Alpha – 1 Year
4.60%
−4.88%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
11.57%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
0.63
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-1.03
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−14.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 42% · M 43% · S 15%
Number of Stocks
—
20
Portfolio P/E
—
42.34
Top 5 Holdings
—
Marico Ltd · 8.52%
Torrent Pharmaceuticals Ltd · 8.15%
Britannia Industries Ltd · 7.78%
Nestle India Ltd · 7.41%
Glaxosmithkline Pharmaceuticals Ltd · 7.04%
Top Sectors
—
Fast Moving Consumer Goods · 28.52%
Healthcare · 25.55%
Capital Goods · 15.56%
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%
3% / 2% / 1%