Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.33%
6 Months
2.30%
5.53%
1 Year
9.30%
9.60%
3 Years
13.80%
6.75%
5 Years
16.30%
7.07%
Since Inception
18.90%
13.02%
Fund Age
10 yrs 1 mo
14 yrs 9 mo
AUM
₹2,128.58 Cr
₹179.27 Cr
Alpha – 1 Year
4.60%
9.95%
Alpha – 3 Years
1.70%
−2.25%
Information Ratio – 3 Years
0.16
-0.39
Volatility – 1 Year
18.96%
17.14%
Volatility – 3 Years
16.97%
14.92%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.88
1.00
Sharpe Ratio – 1 Year
0.27
0.31
Sharpe Ratio – 3 Years
0.54
0.15
Worst Rolling Year
0.21%
-6.19%
Value at Worst Rolling Year
₹1.00 Cr
₹0.94 Cr
Deepest Drawdown
−14.69%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
95.53%
Median Rolling Year
19.90%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 16% · M 21% · S 57%
L 69% · M 12% · S 15%
Number of Stocks
—
22
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—