Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−0.25%
6 Months
2.30%
3.36%
1 Year
9.30%
7.71%
3 Years
13.80%
10.42%
5 Years
16.30%
9.09%
Since Inception
18.90%
10.42%
Fund Age
10 yrs 1 mo
16 yrs 11 mo
AUM
₹2,128.58 Cr
₹257.93 Cr
Alpha – 1 Year
4.60%
0.40%
Alpha – 3 Years
1.70%
2.97%
Information Ratio – 3 Years
0.16
2.62
Volatility – 1 Year
18.96%
1.99%
Volatility – 3 Years
16.97%
1.94%
Beta – 1 Year
1.03
0.35
Beta – 3 Years
0.88
0.35
Sharpe Ratio – 1 Year
0.27
1.45
Sharpe Ratio – 3 Years
0.54
3.79
Worst Rolling Year
0.21%
7.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
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%
0% / 0% / 0%