Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.85%
6 Months
2.30%
22.81%
1 Year
9.30%
15.74%
3 Years
13.80%
19.34%
5 Years
16.30%
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Since Inception
18.90%
24.49%
Fund Age
10 yrs 1 mo
3 yrs 3 mo
AUM
₹2,128.58 Cr
₹446.96 Cr
Alpha – 1 Year
4.60%
11.02%
Alpha – 3 Years
1.70%
7.25%
Information Ratio – 3 Years
0.16
0.86
Volatility – 1 Year
18.96%
23.09%
Volatility – 3 Years
16.97%
17.79%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
0.88
0.93
Sharpe Ratio – 1 Year
0.27
0.51
Sharpe Ratio – 3 Years
0.54
0.79
Worst Rolling Year
0.21%
19.32%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 19% · S 80%
Number of Stocks
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30
Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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