Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Magadh - Value for Growth
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%
1.29%
6 Months
2.30%
−4.12%
1 Year
9.30%
1.97%
3 Years
13.80%
12.30%
5 Years
16.30%
12.28%
Since Inception
18.90%
12.08%
Fund Age
10 yrs 1 mo
5 yrs
AUM
₹2,128.58 Cr
₹27.16 Cr
Alpha – 1 Year
4.60%
−2.75%
Alpha – 3 Years
1.70%
0.21%
Information Ratio – 3 Years
0.16
0.08
Volatility – 1 Year
18.96%
18.26%
Volatility – 3 Years
16.97%
15.26%
Beta – 1 Year
1.03
1.01
Beta – 3 Years
0.88
0.92
Sharpe Ratio – 1 Year
0.27
-0.09
Sharpe Ratio – 3 Years
0.54
0.53
Worst Rolling Year
0.21%
12.19%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−14.69%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 41% · M 28% · S 30%
Number of Stocks
—
27
Portfolio P/E
—
24.88
Top 5 Holdings
—
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
—
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
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% / 0% / 0%