Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
4.15%
6 Months
2.30%
18.21%
1 Year
9.30%
19.11%
3 Years
13.80%
23.58%
5 Years
16.30%
18.40%
Since Inception
18.90%
13.93%
Fund Age
10 yrs 1 mo
11 yrs 4 mo
AUM
₹2,128.58 Cr
₹13.37 Cr
Alpha – 1 Year
4.60%
16.13%
Alpha – 3 Years
1.70%
11.69%
Information Ratio – 3 Years
0.16
1.24
Volatility – 1 Year
18.96%
18.18%
Volatility – 3 Years
16.97%
17.99%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
1.01
Sharpe Ratio – 1 Year
0.27
0.75
Sharpe Ratio – 3 Years
0.54
0.97
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
Top 5 Holdings
—
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%
3% / 2% / 0%