Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Estee Advisors - Long Alpha
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%
2.02%
6 Months
2.30%
3.65%
1 Year
9.30%
3.23%
3 Years
13.80%
14.74%
5 Years
16.30%
14.10%
Since Inception
18.90%
17.53%
Fund Age
10 yrs 1 mo
7 yrs 11 mo
AUM
₹2,128.58 Cr
₹54.28 Cr
Alpha – 1 Year
4.60%
−1.49%
Alpha – 3 Years
1.70%
2.65%
Information Ratio – 3 Years
0.16
0.42
Volatility – 1 Year
18.96%
16.98%
Volatility – 3 Years
16.97%
19.62%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
1.15
Sharpe Ratio – 1 Year
0.27
-0.05
Sharpe Ratio – 3 Years
0.54
0.58
Worst Rolling Year
0.21%
16.92%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−14.69%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
29.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
1.50% / yr
2.40% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%