Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ICICI Prudential - Large Cap Portfolio
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%
2.16%
6 Months
2.30%
3.15%
1 Year
9.30%
11.06%
3 Years
13.80%
18.79%
5 Years
16.30%
15.00%
Since Inception
18.90%
16.01%
Fund Age
10 yrs 1 mo
17 yrs 5 mo
AUM
₹2,128.58 Cr
₹905.13 Cr
Alpha – 1 Year
4.60%
11.41%
Alpha – 3 Years
1.70%
9.79%
Information Ratio – 3 Years
0.16
1.56
Volatility – 1 Year
18.96%
18.35%
Volatility – 3 Years
16.97%
16.43%
Beta – 1 Year
1.03
1.10
Beta – 3 Years
0.88
1.12
Sharpe Ratio – 1 Year
0.27
0.38
Sharpe Ratio – 3 Years
0.54
0.82
Worst Rolling Year
0.21%
-6.60%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−14.69%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
98.85%
98.49%
Median Rolling Year
19.90%
16.07%
5-Year Rolling Windows Positive
100.00%
99.33%
Market-Cap Mix
L 16% · M 21% · S 57%
L 91% · M 6% · S 0%
Number of Stocks
—
28
Portfolio P/E
—
29.62
Top 5 Holdings
—
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%
1% / 0% / 0%