Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−1.86%
6 Months
2.30%
0.50%
1 Year
9.30%
6.34%
3 Years
13.80%
19.74%
5 Years
16.30%
16.62%
Since Inception
18.90%
20.10%
Fund Age
10 yrs 1 mo
6 yrs 1 mo
AUM
₹2,128.58 Cr
₹56.91 Cr
Alpha – 1 Year
4.60%
1.64%
Alpha – 3 Years
1.70%
7.64%
Information Ratio – 3 Years
0.16
0.90
Volatility – 1 Year
18.96%
16.52%
Volatility – 3 Years
16.97%
17.18%
Beta – 1 Year
1.03
0.89
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
0.27
0.14
Sharpe Ratio – 3 Years
0.54
0.84
Worst Rolling Year
0.21%
18.93%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 59% · M 40%
Number of Stocks
—
20
Portfolio P/E
—
27.00
Top 5 Holdings
—
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%