Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Composite India - GARP 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%
3.99%
6 Months
2.30%
22.77%
1 Year
9.30%
24.21%
3 Years
13.80%
13.20%
5 Years
16.30%
12.56%
Since Inception
18.90%
18.69%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹2,128.58 Cr
₹114.64 Cr
Alpha – 1 Year
4.60%
19.49%
Alpha – 3 Years
1.70%
1.43%
Information Ratio – 3 Years
0.16
0.12
Volatility – 1 Year
18.96%
24.82%
Volatility – 3 Years
16.97%
21.64%
Beta – 1 Year
1.03
1.34
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.27
0.78
Sharpe Ratio – 3 Years
0.54
0.46
Worst Rolling Year
0.21%
10.43%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 20% · M 28% · S 47%
Number of Stocks
—
32
Portfolio P/E
—
37.13
Top 5 Holdings
—
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%