Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.65%
6 Months
2.30%
21.60%
1 Year
9.30%
21.16%
3 Years
13.80%
24.80%
5 Years
16.30%
17.88%
Since Inception
18.90%
9.69%
Fund Age
10 yrs 1 mo
9 yrs 2 mo
AUM
₹2,128.58 Cr
₹10.09 Cr
Alpha – 1 Year
4.60%
18.18%
Alpha – 3 Years
1.70%
12.91%
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
1.87%
Volatility – 3 Years
16.97%
1.87%
Beta – 1 Year
1.03
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
16.58
Sharpe Ratio – 3 Years
0.54
16.58
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 33% · M 13% · S 49%
Number of Stocks
—
22
Portfolio P/E
—
38.25
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%