Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
2.30%
2.04%
1 Year
9.30%
13.04%
3 Years
13.80%
15.74%
5 Years
16.30%
14.15%
Since Inception
18.90%
15.13%
Fund Age
10 yrs 1 mo
14 yrs 1 mo
AUM
₹2,128.58 Cr
₹850.7 Cr
Alpha – 1 Year
4.60%
13.39%
Alpha – 3 Years
1.70%
6.74%
Information Ratio – 3 Years
0.16
1.02
Volatility – 1 Year
18.96%
18.01%
Volatility – 3 Years
16.97%
15.42%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.27
0.48
Sharpe Ratio – 3 Years
0.54
0.76
Worst Rolling Year
0.21%
-19.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.81 Cr
Deepest Drawdown
−14.69%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
98.85%
83.40%
Median Rolling Year
19.90%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 16% · M 21% · S 57%
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%