Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.20%
6 Months
2.30%
0.45%
1 Year
9.30%
16.80%
3 Years
13.80%
15.56%
5 Years
16.30%
—
Since Inception
18.90%
15.35%
Fund Age
10 yrs 1 mo
3 yrs 6 mo
AUM
₹2,128.58 Cr
₹61.98 Cr
Alpha – 1 Year
4.60%
17.23%
Alpha – 3 Years
1.70%
6.99%
Information Ratio – 3 Years
0.16
1.06
Volatility – 1 Year
18.96%
17.17%
Volatility – 3 Years
16.97%
13.50%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
0.87
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.54
0.75
Worst Rolling Year
0.21%
15.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−14.69%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 43% · M 31% · S 18%
Number of Stocks
—
27
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
—
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
1.50% / yr
1.35% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%