Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
5.99%
6 Months
2.30%
26.63%
1 Year
9.30%
16.86%
3 Years
13.80%
13.24%
5 Years
16.30%
17.56%
Since Inception
18.90%
16.65%
Fund Age
10 yrs 1 mo
10 yrs 1 mo
AUM
₹2,128.58 Cr
₹11.38 Cr
Alpha – 1 Year
4.60%
12.14%
Alpha – 3 Years
1.70%
1.15%
Information Ratio – 3 Years
0.16
0.20
Volatility – 1 Year
18.96%
29.32%
Volatility – 3 Years
16.97%
24.13%
Beta – 1 Year
1.03
1.44
Beta – 3 Years
0.88
1.15
Sharpe Ratio – 1 Year
0.27
0.48
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
0.21%
-10.45%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−14.69%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
89.77%
Median Rolling Year
19.90%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
M 1% · S 95%
Number of Stocks
—
28
Portfolio P/E
—
41.96
Top 5 Holdings
—
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%
2% / 0% / 0%