Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Motilal Oswal-Founders
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%
0.25%
6 Months
2.30%
15.19%
1 Year
9.30%
3.21%
3 Years
13.80%
19.65%
5 Years
16.30%
—
Since Inception
18.90%
25.09%
Fund Age
10 yrs 1 mo
3 yrs 5 mo
AUM
₹2,128.58 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.60%
0.23%
Alpha – 3 Years
1.70%
7.77%
Information Ratio – 3 Years
0.16
0.62
Volatility – 1 Year
18.96%
21.54%
Volatility – 3 Years
16.97%
22.15%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
1.15
Sharpe Ratio – 1 Year
0.27
-0.01
Sharpe Ratio – 3 Years
0.54
0.68
Worst Rolling Year
0.21%
19.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
—
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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% / 0% / 0%