Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Bonanza - Growth
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%
3.68%
6 Months
2.30%
−1.81%
1 Year
9.30%
5.85%
3 Years
13.80%
8.65%
5 Years
16.30%
7.90%
Since Inception
18.90%
16.09%
Fund Age
10 yrs 1 mo
16 yrs 4 mo
AUM
₹2,128.58 Cr
₹22.08 Cr
Alpha – 1 Year
4.60%
6.20%
Alpha – 3 Years
1.70%
−0.35%
Information Ratio – 3 Years
0.16
0.11
Volatility – 1 Year
18.96%
17.32%
Volatility – 3 Years
16.97%
15.11%
Beta – 1 Year
1.03
0.79
Beta – 3 Years
0.88
0.87
Sharpe Ratio – 1 Year
0.27
0.10
Sharpe Ratio – 3 Years
0.54
0.36
Worst Rolling Year
0.21%
0.88%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−14.69%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
98.85%
99.98%
Median Rolling Year
19.90%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 22% · M 16% · S 47%
Number of Stocks
—
37
Portfolio P/E
—
45.09
Top 5 Holdings
—
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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% / 0% / 0%