Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.99%
6 Months
2.30%
8.53%
1 Year
9.30%
11.64%
3 Years
13.80%
17.19%
5 Years
16.30%
15.63%
Since Inception
18.90%
16.41%
Fund Age
10 yrs 1 mo
13 yrs 4 mo
AUM
₹2,128.58 Cr
₹575.07 Cr
Alpha – 1 Year
4.60%
6.92%
Alpha – 3 Years
1.70%
5.10%
Information Ratio – 3 Years
0.16
0.78
Volatility – 1 Year
18.96%
17.51%
Volatility – 3 Years
16.97%
14.23%
Beta – 1 Year
1.03
0.92
Beta – 3 Years
0.88
0.84
Sharpe Ratio – 1 Year
0.27
0.42
Sharpe Ratio – 3 Years
0.54
0.84
Worst Rolling Year
0.21%
-7.95%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−14.69%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
93.59%
Median Rolling Year
19.90%
16.55%
5-Year Rolling Windows Positive
100.00%
99.01%
Market-Cap Mix
L 16% · M 21% · S 57%
L 61% · M 15% · S 25%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
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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%
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