Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
HSBC India Next Portfolio
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%
0.12%
6 Months
2.30%
7.25%
1 Year
9.30%
6.76%
3 Years
13.80%
11.27%
5 Years
16.30%
11.24%
Since Inception
18.90%
13.42%
Fund Age
10 yrs 1 mo
5 yrs 6 mo
AUM
₹2,128.58 Cr
₹440.57 Cr
Alpha – 1 Year
4.60%
2.04%
Alpha – 3 Years
1.70%
−0.82%
Information Ratio – 3 Years
0.16
-0.13
Volatility – 1 Year
18.96%
18.95%
Volatility – 3 Years
16.97%
15.52%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
0.94
Sharpe Ratio – 1 Year
0.27
0.16
Sharpe Ratio – 3 Years
0.54
0.43
Worst Rolling Year
0.21%
10.24%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 43% · M 35% · S 19%
Number of Stocks
—
28
Portfolio P/E
—
42.47
Top 5 Holdings
—
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
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%