Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
2.30%
24.60%
1 Year
9.30%
7.56%
3 Years
13.80%
20.98%
5 Years
16.30%
—
Since Inception
18.90%
24.10%
Fund Age
10 yrs 1 mo
4 yrs 4 mo
AUM
₹2,128.58 Cr
₹3.89 Cr
Alpha – 1 Year
4.60%
4.58%
Alpha – 3 Years
1.70%
9.08%
Information Ratio – 3 Years
0.16
0.07
Volatility – 1 Year
18.96%
32.74%
Volatility – 3 Years
16.97%
27.24%
Beta – 1 Year
1.03
1.49
Beta – 3 Years
0.88
1.30
Sharpe Ratio – 1 Year
0.27
0.20
Sharpe Ratio – 3 Years
0.54
0.49
Worst Rolling Year
0.21%
17.91%
Value at Worst Rolling Year
₹1.00 Cr
₹1.18 Cr
Deepest Drawdown
−14.69%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
Top 5 Holdings
—
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%