Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
2.30%
4.68%
1 Year
9.30%
1.87%
3 Years
13.80%
11.50%
5 Years
16.30%
11.18%
Since Inception
18.90%
13.51%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹2,128.58 Cr
₹149.25 Cr
Alpha – 1 Year
4.60%
−2.85%
Alpha – 3 Years
1.70%
−0.59%
Information Ratio – 3 Years
0.16
-0.25
Volatility – 1 Year
18.96%
19.19%
Volatility – 3 Years
16.97%
15.31%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
0.92
Sharpe Ratio – 1 Year
0.27
-0.09
Sharpe Ratio – 3 Years
0.54
0.39
Worst Rolling Year
0.21%
9.38%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−14.69%
−17.52%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 61% · M 17% · S 18%
Number of Stocks
—
15
Portfolio P/E
—
23.26
Top 5 Holdings
—
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
—
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%