Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Ckredence-Business Cycle Fund
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%
2.97%
6 Months
2.30%
18.69%
1 Year
9.30%
17.43%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
17.76%
Fund Age
10 yrs 1 mo
2 yrs 9 mo
AUM
₹2,128.58 Cr
₹197.55 Cr
Alpha – 1 Year
4.60%
17.78%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
20.32%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.63
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 18% · M 24% · S 51%
Number of Stocks
—
35
Portfolio P/E
—
35.70
Top 5 Holdings
—
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
—
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
1.50% / yr
0.75% / 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%