Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
5.27%
6 Months
2.30%
15.28%
1 Year
9.30%
11.46%
3 Years
13.80%
12.93%
5 Years
16.30%
14.25%
Since Inception
18.90%
20.43%
Fund Age
10 yrs 1 mo
8 yrs 1 mo
AUM
₹2,128.58 Cr
₹7.34 Cr
Alpha – 1 Year
4.60%
11.81%
Alpha – 3 Years
1.70%
3.93%
Information Ratio – 3 Years
0.16
0.17
Volatility – 1 Year
18.96%
25.10%
Volatility – 3 Years
16.97%
27.35%
Beta – 1 Year
1.03
1.24
Beta – 3 Years
0.88
1.14
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.54
0.39
Worst Rolling Year
0.21%
12.27%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−14.69%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
29.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 8% · M 5% · S 83%
Number of Stocks
—
33
Portfolio P/E
—
30.34
Top 5 Holdings
—
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
—
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%