Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
2.30%
0.32%
1 Year
9.30%
1.03%
3 Years
13.80%
14.82%
5 Years
16.30%
11.82%
Since Inception
18.90%
13.07%
Fund Age
10 yrs 1 mo
5 yrs 2 mo
AUM
₹2,128.58 Cr
₹56.08 Cr
Alpha – 1 Year
4.60%
−1.95%
Alpha – 3 Years
1.70%
2.94%
Information Ratio – 3 Years
0.16
0.18
Volatility – 1 Year
18.96%
13.89%
Volatility – 3 Years
16.97%
18.35%
Beta – 1 Year
1.03
0.75
Beta – 3 Years
0.88
1.00
Sharpe Ratio – 1 Year
0.27
-0.25
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
0.21%
12.65%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−14.69%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 38% · M 29% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
29.42
Top 5 Holdings
—
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%