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2Point2 Capital - Long term Value vs Merisis Opportunities Fund

2Point2 Capital - Long term Value

Merisis Opportunities Fund

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Growth of ₹1 Crore

2Point2 Capital - Long term Value

Merisis Opportunities Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

2Point2 Capital - Long term Value

13.8% • vol 17%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−0.60%

—

6 Months

2.30%

—

1 Year

9.30%

—

3 Years

13.80%

—

5 Years

16.30%

—

Since Inception

18.90%

—

Fund Age

10 yrs 1 mo

—

AUM

₹2,128.58 Cr

—

Alpha – 1 Year

4.60%

—

Alpha – 3 Years

1.70%

—

Information Ratio – 3 Years

0.16

—

Volatility – 1 Year

18.96%

—

Volatility – 3 Years

16.97%

—

Beta – 1 Year

1.03

—

Beta – 3 Years

0.88

—

Sharpe Ratio – 1 Year

0.27

—

Sharpe Ratio – 3 Years

0.54

—

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%

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Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

15% of profit, above 10%

—

Exit Load (Y1 / Y2 / Y3)

3% / 0% / 0%

—

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