Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
IFM Largecap 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%
−0.16%
6 Months
2.30%
−3.46%
1 Year
9.30%
−0.34%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
−3.49%
Fund Age
10 yrs 1 mo
14 mo
AUM
₹2,128.58 Cr
₹116.7 Cr
Alpha – 1 Year
4.60%
0.01%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
17.33%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
1.08
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.24
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—