Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Fort Capital - Value Fund
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%
5.09%
6 Months
2.30%
20.56%
1 Year
9.30%
20.29%
3 Years
13.80%
11.79%
5 Years
16.30%
16.62%
Since Inception
18.90%
15.84%
Fund Age
10 yrs 1 mo
7 yrs 11 mo
AUM
₹2,128.58 Cr
₹12.5 Cr
Alpha – 1 Year
4.60%
15.57%
Alpha – 3 Years
1.70%
−0.30%
Information Ratio – 3 Years
0.16
-0.02
Volatility – 1 Year
18.96%
23.44%
Volatility – 3 Years
16.97%
21.14%
Beta – 1 Year
1.03
1.18
Beta – 3 Years
0.88
1.05
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.54
0.39
Worst Rolling Year
0.21%
9.17%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−14.69%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
22.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%