Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Carnelian Capital - Shift 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%
4.38%
6 Months
2.30%
19.54%
1 Year
9.30%
15.57%
3 Years
13.80%
20.08%
5 Years
16.30%
21.78%
Since Inception
18.90%
32.33%
Fund Age
10 yrs 1 mo
5 yrs 10 mo
AUM
₹2,128.58 Cr
₹5,864.1 Cr
Alpha – 1 Year
4.60%
10.85%
Alpha – 3 Years
1.70%
8.00%
Information Ratio – 3 Years
0.16
1.40
Volatility – 1 Year
18.96%
22.27%
Volatility – 3 Years
16.97%
21.12%
Beta – 1 Year
1.03
1.15
Beta – 3 Years
0.88
1.14
Sharpe Ratio – 1 Year
0.27
0.52
Sharpe Ratio – 3 Years
0.54
0.73
Worst Rolling Year
0.21%
20.10%
Value at Worst Rolling Year
₹1.00 Cr
₹1.20 Cr
Deepest Drawdown
−14.69%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 15% · M 28% · S 52%
Number of Stocks
—
38
Portfolio P/E
—
29.00
Top 5 Holdings
—
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%