Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Magadh - Future Stars
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%
3.10%
6 Months
2.30%
4.24%
1 Year
9.30%
17.00%
3 Years
13.80%
21.79%
5 Years
16.30%
20.77%
Since Inception
18.90%
20.65%
Fund Age
10 yrs 1 mo
5 yrs
AUM
₹2,128.58 Cr
₹88.27 Cr
Alpha – 1 Year
4.60%
12.28%
Alpha – 3 Years
1.70%
9.70%
Information Ratio – 3 Years
0.16
1.38
Volatility – 1 Year
18.96%
20.96%
Volatility – 3 Years
16.97%
18.52%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
0.27
0.60
Sharpe Ratio – 3 Years
0.54
1.04
Worst Rolling Year
0.21%
21.72%
Value at Worst Rolling Year
₹1.00 Cr
₹1.22 Cr
Deepest Drawdown
−14.69%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 19% · M 45% · S 35%
Number of Stocks
—
25
Portfolio P/E
—
27.45
Top 5 Holdings
—
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
—
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
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%
0.5% / 0% / 0%