Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Carnelian Capital - Compounder 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%
4.57%
6 Months
2.30%
15.76%
1 Year
9.30%
22.36%
3 Years
13.80%
23.83%
5 Years
16.30%
17.53%
Since Inception
18.90%
20.07%
Fund Age
10 yrs 1 mo
7 yrs 3 mo
AUM
₹2,128.58 Cr
₹2,271.9 Cr
Alpha – 1 Year
4.60%
17.64%
Alpha – 3 Years
1.70%
11.75%
Information Ratio – 3 Years
0.16
1.40
Volatility – 1 Year
18.96%
21.11%
Volatility – 3 Years
16.97%
18.96%
Beta – 1 Year
1.03
1.17
Beta – 3 Years
0.88
1.12
Sharpe Ratio – 1 Year
0.27
0.81
Sharpe Ratio – 3 Years
0.54
0.96
Worst Rolling Year
0.21%
10.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 30% · M 46% · S 22%
Number of Stocks
—
30
Portfolio P/E
—
29.80
Top 5 Holdings
—
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
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%