Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.93%
6 Months
2.30%
27.08%
1 Year
9.30%
22.70%
3 Years
13.80%
18.13%
5 Years
16.30%
21.00%
Since Inception
18.90%
30.05%
Fund Age
10 yrs 1 mo
5 yrs 9 mo
AUM
₹2,128.58 Cr
₹670.5 Cr
Alpha – 1 Year
4.60%
17.98%
Alpha – 3 Years
1.70%
6.04%
Information Ratio – 3 Years
0.16
0.67
Volatility – 1 Year
18.96%
26.20%
Volatility – 3 Years
16.97%
22.70%
Beta – 1 Year
1.03
1.32
Beta – 3 Years
0.88
1.09
Sharpe Ratio – 1 Year
0.27
0.70
Sharpe Ratio – 3 Years
0.54
0.71
Worst Rolling Year
0.21%
15.94%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−14.69%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
Top 5 Holdings
—
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
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%