Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.20%
6 Months
2.30%
9.70%
1 Year
9.30%
10.00%
3 Years
13.80%
17.10%
5 Years
16.30%
—
Since Inception
18.90%
23.10%
Fund Age
10 yrs 1 mo
3 yrs 6 mo
AUM
₹2,128.58 Cr
₹24.16 Cr
Alpha – 1 Year
4.60%
5.30%
Alpha – 3 Years
1.70%
5.00%
Information Ratio – 3 Years
0.16
0.96
Volatility – 1 Year
18.96%
16.88%
Volatility – 3 Years
16.97%
15.62%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.88
0.93
Sharpe Ratio – 1 Year
0.27
0.34
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
0.21%
16.97%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−14.69%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.82%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 16% · M 17% · S 63%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
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%
1% / – / –