Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−2.57%
6 Months
2.30%
25.88%
1 Year
9.30%
19.47%
3 Years
13.80%
25.74%
5 Years
16.30%
—
Since Inception
18.90%
23.24%
Fund Age
10 yrs 1 mo
3 yrs 1 mo
AUM
₹2,128.58 Cr
₹507.13 Cr
Alpha – 1 Year
4.60%
16.49%
Alpha – 3 Years
1.70%
13.85%
Information Ratio – 3 Years
0.16
0.94
Volatility – 1 Year
18.96%
20.27%
Volatility – 3 Years
16.97%
18.08%
Beta – 1 Year
1.03
0.86
Beta – 3 Years
0.88
0.86
Sharpe Ratio – 1 Year
0.27
0.71
Sharpe Ratio – 3 Years
0.54
1.07
Worst Rolling Year
0.21%
22.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.22 Cr
Deepest Drawdown
−14.69%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
—
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
—
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%