Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs CARNELIAN BESPOKE STRATEGY
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2Point2 Capital - Long term Value
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
4.88%
6 Months
2.30%
21.32%
1 Year
9.30%
24.13%
3 Years
13.80%
24.49%
5 Years
16.30%
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Since Inception
18.90%
27.33%
Fund Age
10 yrs 1 mo
4 yrs 10 mo
AUM
₹2,128.58 Cr
₹3,911.89 Cr
Alpha – 1 Year
4.60%
19.41%
Alpha – 3 Years
1.70%
12.41%
Information Ratio – 3 Years
0.16
1.08
Volatility – 1 Year
18.96%
23.48%
Volatility – 3 Years
16.97%
21.23%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.88
1.19
Sharpe Ratio – 1 Year
0.27
0.81
Sharpe Ratio – 3 Years
0.54
0.90
Worst Rolling Year
0.21%
22.93%
Value at Worst Rolling Year
₹1.00 Cr
₹1.23 Cr
Deepest Drawdown
−14.69%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
29.10%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
15% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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