Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Bay India Opportunities Portfolio
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%
2.14%
6 Months
2.30%
7.28%
1 Year
9.30%
−4.68%
3 Years
13.80%
6.16%
5 Years
16.30%
—
Since Inception
18.90%
11.66%
Fund Age
10 yrs 1 mo
3 yrs 7 mo
AUM
₹2,128.58 Cr
₹81.86 Cr
Alpha – 1 Year
4.60%
−4.33%
Alpha – 3 Years
1.70%
−2.84%
Information Ratio – 3 Years
0.16
-0.28
Volatility – 1 Year
18.96%
18.83%
Volatility – 3 Years
16.97%
15.47%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
0.86
Sharpe Ratio – 1 Year
0.27
-0.44
Sharpe Ratio – 3 Years
0.54
0.12
Worst Rolling Year
0.21%
6.16%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−14.69%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
8.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 11% · M 21% · S 66%
Number of Stocks
—
25
Portfolio P/E
—
24.93
Top 5 Holdings
—
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0.5%