Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
2.30%
2.75%
1 Year
9.30%
19.54%
3 Years
13.80%
16.88%
5 Years
16.30%
17.69%
Since Inception
18.90%
15.84%
Fund Age
10 yrs 1 mo
8 yrs
AUM
₹2,128.58 Cr
₹335.72 Cr
Alpha – 1 Year
4.60%
19.89%
Alpha – 3 Years
1.70%
7.88%
Information Ratio – 3 Years
0.16
0.91
Volatility – 1 Year
18.96%
22.09%
Volatility – 3 Years
16.97%
17.60%
Beta – 1 Year
1.03
1.28
Beta – 3 Years
0.88
1.08
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.54
0.74
Worst Rolling Year
0.21%
9.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−14.69%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
Top 5 Holdings
—
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%