Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.77%
6 Months
2.30%
8.02%
1 Year
9.30%
5.50%
3 Years
13.80%
7.60%
5 Years
16.30%
9.19%
Since Inception
18.90%
14.35%
Fund Age
10 yrs 1 mo
5 yrs 9 mo
AUM
₹2,128.58 Cr
₹11.85 Cr
Alpha – 1 Year
4.60%
0.78%
Alpha – 3 Years
1.70%
−4.49%
Information Ratio – 3 Years
0.16
-0.44
Volatility – 1 Year
18.96%
20.18%
Volatility – 3 Years
16.97%
17.74%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
0.88
1.06
Sharpe Ratio – 1 Year
0.27
0.10
Sharpe Ratio – 3 Years
0.54
0.27
Worst Rolling Year
0.21%
7.60%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−14.69%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%