Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Axis - Brand Equity PMS
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%
2.39%
6 Months
2.30%
10.60%
1 Year
9.30%
2.51%
3 Years
13.80%
7.68%
5 Years
16.30%
9.38%
Since Inception
18.90%
10.51%
Fund Age
10 yrs 1 mo
9 yrs 6 mo
AUM
₹2,128.58 Cr
₹804.15 Cr
Alpha – 1 Year
4.60%
2.94%
Alpha – 3 Years
1.70%
−0.89%
Information Ratio – 3 Years
0.16
-0.08
Volatility – 1 Year
18.96%
21.76%
Volatility – 3 Years
16.97%
17.30%
Beta – 1 Year
1.03
1.23
Beta – 3 Years
0.88
1.08
Sharpe Ratio – 1 Year
0.27
-0.04
Sharpe Ratio – 3 Years
0.54
0.20
Worst Rolling Year
0.21%
-3.22%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−14.69%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
96.55%
Median Rolling Year
19.90%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 26% · M 6% · S 61%
Number of Stocks
—
42
Portfolio P/E
—
35.23
Top 5 Holdings
—
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
—
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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%