Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.08%
6 Months
2.30%
9.62%
1 Year
9.30%
2.22%
3 Years
13.80%
18.64%
5 Years
16.30%
16.68%
Since Inception
18.90%
18.59%
Fund Age
10 yrs 1 mo
5 yrs
AUM
₹2,128.58 Cr
₹159.01 Cr
Alpha – 1 Year
4.60%
−0.76%
Alpha – 3 Years
1.70%
6.74%
Information Ratio – 3 Years
0.16
0.40
Volatility – 1 Year
18.96%
25.41%
Volatility – 3 Years
16.97%
25.71%
Beta – 1 Year
1.03
1.32
Beta – 3 Years
0.88
1.31
Sharpe Ratio – 1 Year
0.27
-0.02
Sharpe Ratio – 3 Years
0.54
0.58
Worst Rolling Year
0.21%
17.76%
Value at Worst Rolling Year
₹1.00 Cr
₹1.18 Cr
Deepest Drawdown
−14.69%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 7% · M 14% · S 74%
Number of Stocks
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95
Portfolio P/E
—
—
Top 5 Holdings
—
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
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%
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