Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.73%
6 Months
2.30%
2.87%
1 Year
9.30%
8.13%
3 Years
13.80%
16.18%
5 Years
16.30%
18.39%
Since Inception
18.90%
20.76%
Fund Age
10 yrs 1 mo
10 yrs
AUM
₹2,128.58 Cr
₹12,257.23 Cr
Alpha – 1 Year
4.60%
5.15%
Alpha – 3 Years
1.70%
4.29%
Information Ratio – 3 Years
0.16
0.41
Volatility – 1 Year
18.96%
17.45%
Volatility – 3 Years
16.97%
14.35%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
0.88
0.87
Sharpe Ratio – 1 Year
0.27
0.22
Sharpe Ratio – 3 Years
0.54
0.68
Worst Rolling Year
0.21%
-5.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−14.69%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
98.85%
87.09%
Median Rolling Year
19.90%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 55% · M 21% · S 12%
Number of Stocks
—
40
Portfolio P/E
—
24.82
Top 5 Holdings
—
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%