Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.75%
6 Months
2.30%
26.95%
1 Year
9.30%
13.12%
3 Years
13.80%
17.80%
5 Years
16.30%
15.04%
Since Inception
18.90%
22.70%
Fund Age
10 yrs 1 mo
8 yrs
AUM
₹2,128.58 Cr
₹357.26 Cr
Alpha – 1 Year
4.60%
10.14%
Alpha – 3 Years
1.70%
5.90%
Information Ratio – 3 Years
0.16
0.31
Volatility – 1 Year
18.96%
32.38%
Volatility – 3 Years
16.97%
25.45%
Beta – 1 Year
1.03
1.68
Beta – 3 Years
0.88
1.37
Sharpe Ratio – 1 Year
0.27
0.36
Sharpe Ratio – 3 Years
0.54
0.56
Worst Rolling Year
0.21%
11.19%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−14.69%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
Top 5 Holdings
—
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%