Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
InCred Capital - Multicap PMS
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%
6.10%
6 Months
2.30%
8.11%
1 Year
9.30%
−2.73%
3 Years
13.80%
11.42%
5 Years
16.30%
12.09%
Since Inception
18.90%
13.75%
Fund Age
10 yrs 1 mo
5 yrs 5 mo
AUM
₹2,128.58 Cr
₹205.48 Cr
Alpha – 1 Year
4.60%
−5.71%
Alpha – 3 Years
1.70%
−0.47%
Information Ratio – 3 Years
0.16
-0.07
Volatility – 1 Year
18.96%
23.93%
Volatility – 3 Years
16.97%
22.69%
Beta – 1 Year
1.03
1.24
Beta – 3 Years
0.88
1.17
Sharpe Ratio – 1 Year
0.27
-0.23
Sharpe Ratio – 3 Years
0.54
0.35
Worst Rolling Year
0.21%
11.05%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−14.69%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
Top 5 Holdings
—
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0%