Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Bonanza - Value
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%
6.51%
6 Months
2.30%
14.93%
1 Year
9.30%
16.79%
3 Years
13.80%
13.85%
5 Years
16.30%
12.48%
Since Inception
18.90%
18.86%
Fund Age
10 yrs 1 mo
14 yrs 11 mo
AUM
₹2,128.58 Cr
₹32.99 Cr
Alpha – 1 Year
4.60%
17.14%
Alpha – 3 Years
1.70%
4.85%
Information Ratio – 3 Years
0.16
0.41
Volatility – 1 Year
18.96%
17.36%
Volatility – 3 Years
16.97%
20.03%
Beta – 1 Year
1.03
0.65
Beta – 3 Years
0.88
0.84
Sharpe Ratio – 1 Year
0.27
0.67
Sharpe Ratio – 3 Years
0.54
0.57
Worst Rolling Year
0.21%
-8.60%
Value at Worst Rolling Year
₹1.00 Cr
₹0.91 Cr
Deepest Drawdown
−14.69%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
82.13%
Median Rolling Year
19.90%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 22% · M 16% · S 61%
Number of Stocks
—
69
Portfolio P/E
—
70.14
Top 5 Holdings
—
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
—
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%