Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Emkay Investments - ENVI
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%
5.18%
6 Months
2.30%
19.69%
1 Year
9.30%
25.97%
3 Years
13.80%
17.02%
5 Years
16.30%
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Since Inception
18.90%
24.02%
Fund Age
10 yrs 1 mo
4 yrs 2 mo
AUM
₹2,128.58 Cr
₹101.01 Cr
Alpha – 1 Year
4.60%
21.25%
Alpha – 3 Years
1.70%
4.93%
Information Ratio – 3 Years
0.16
0.46
Volatility – 1 Year
18.96%
21.63%
Volatility – 3 Years
16.97%
19.42%
Beta – 1 Year
1.03
1.10
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
0.27
0.93
Sharpe Ratio – 3 Years
0.54
0.65
Worst Rolling Year
0.21%
16.82%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−14.69%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 26% · M 14% · S 51%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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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