Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
2.30%
7.54%
1 Year
9.30%
8.20%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
2.83%
Fund Age
10 yrs 1 mo
14 mo
AUM
₹2,128.58 Cr
₹18.5 Cr
Alpha – 1 Year
4.60%
3.48%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
18.53%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.05
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.23
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−14.67%
Recovery Period
Not yet recovered
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 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.50% / yr
0.75% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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