Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
2.30%
6.20%
1 Year
9.30%
9.45%
3 Years
13.80%
11.74%
5 Years
16.30%
—
Since Inception
18.90%
12.77%
Fund Age
10 yrs 1 mo
3 yrs 7 mo
AUM
₹2,128.58 Cr
₹223.43 Cr
Alpha – 1 Year
4.60%
9.88%
Alpha – 3 Years
1.70%
3.17%
Information Ratio – 3 Years
0.16
0.40
Volatility – 1 Year
18.96%
16.24%
Volatility – 3 Years
16.97%
16.22%
Beta – 1 Year
1.03
0.89
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.27
0.30
Sharpe Ratio – 3 Years
0.54
0.44
Worst Rolling Year
0.21%
11.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−14.69%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
Top 5 Holdings
—
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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%