Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
BugleRock -Special Situations Portfolio
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%
3.43%
6 Months
2.30%
12.26%
1 Year
9.30%
9.01%
3 Years
13.80%
15.14%
5 Years
16.30%
—
Since Inception
18.90%
25.86%
Fund Age
10 yrs 1 mo
4 yrs
AUM
₹2,128.58 Cr
₹78.11 Cr
Alpha – 1 Year
4.60%
4.29%
Alpha – 3 Years
1.70%
3.05%
Information Ratio – 3 Years
0.16
0.50
Volatility – 1 Year
18.96%
23.53%
Volatility – 3 Years
16.97%
19.64%
Beta – 1 Year
1.03
1.22
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
0.27
0.25
Sharpe Ratio – 3 Years
0.54
0.67
Worst Rolling Year
0.21%
15.15%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−14.69%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
23.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
M 3% · S 85%
Number of Stocks
—
20
Portfolio P/E
—
18.26
Top 5 Holdings
—
Cash & Cash Equivalent · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
—
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
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%
0% / 0% / 0%