Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
BIN73 SUNRISEALPHA
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%
3.30%
6 Months
2.30%
28.07%
1 Year
9.30%
19.77%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
18.55%
Fund Age
10 yrs 1 mo
1 yr 9 mo
AUM
₹2,128.58 Cr
₹46.14 Cr
Alpha – 1 Year
4.60%
15.05%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
36.76%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.78
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.52
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−25.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
S 98%
Number of Stocks
—
15
Portfolio P/E
—
22.07
Top 5 Holdings
—
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
Top Sectors
—
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
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%
1.5% / 0% / 0%