Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Envision Capital - India Opportunities
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%
3.39%
6 Months
2.30%
19.31%
1 Year
9.30%
11.21%
3 Years
13.80%
13.34%
5 Years
16.30%
15.02%
Since Inception
18.90%
17.08%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹2,128.58 Cr
₹135.65 Cr
Alpha – 1 Year
4.60%
6.49%
Alpha – 3 Years
1.70%
1.25%
Information Ratio – 3 Years
0.16
0.12
Volatility – 1 Year
18.96%
20.71%
Volatility – 3 Years
16.97%
17.79%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
0.88
0.97
Sharpe Ratio – 1 Year
0.27
0.35
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
0.21%
12.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−14.69%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 18% · M 24% · S 55%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
15% of profit, above 10%
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0%