Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Axis - Core & Satellite 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%
0.11%
6 Months
2.30%
10.76%
1 Year
9.30%
8.14%
3 Years
13.80%
7.76%
5 Years
16.30%
10.03%
Since Inception
18.90%
11.69%
Fund Age
10 yrs 1 mo
6 yrs 8 mo
AUM
₹2,128.58 Cr
₹87.23 Cr
Alpha – 1 Year
4.60%
8.57%
Alpha – 3 Years
1.70%
−0.81%
Information Ratio – 3 Years
0.16
0.02
Volatility – 1 Year
18.96%
23.09%
Volatility – 3 Years
16.97%
18.26%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
0.88
1.11
Sharpe Ratio – 1 Year
0.27
0.21
Sharpe Ratio – 3 Years
0.54
0.22
Worst Rolling Year
0.21%
6.59%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
Top 5 Holdings
—
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%