Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ICICI Prudential- Rising Stars Strategy
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%
−6.06%
6 Months
2.30%
14.81%
1 Year
9.30%
—
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
6.62%
Fund Age
10 yrs 1 mo
7 mo
AUM
₹2,128.58 Cr
₹376.54 Cr
Alpha – 1 Year
4.60%
—
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
—
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 2% · M 28% · S 68%
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
—
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
—
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—