Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.70%
6 Months
2.30%
9.08%
1 Year
9.30%
−2.99%
3 Years
13.80%
5.96%
5 Years
16.30%
8.08%
Since Inception
18.90%
15.75%
Fund Age
10 yrs 1 mo
7 yrs 2 mo
AUM
₹2,128.58 Cr
₹61.93 Cr
Alpha – 1 Year
4.60%
−7.71%
Alpha – 3 Years
1.70%
−6.13%
Information Ratio – 3 Years
0.16
-0.39
Volatility – 1 Year
18.96%
26.39%
Volatility – 3 Years
16.97%
21.38%
Beta – 1 Year
1.03
1.37
Beta – 3 Years
0.88
1.14
Sharpe Ratio – 1 Year
0.27
-0.20
Sharpe Ratio – 3 Years
0.54
0.18
Worst Rolling Year
0.21%
5.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−14.69%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 2% · M 12% · S 82%
Number of Stocks
—
24
Portfolio P/E
—
41.54
Top 5 Holdings
—
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
1.50% / yr
2.75% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / 0% / 0%