Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Motilal Oswal - Value Migration
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%
0.78%
6 Months
2.30%
11.75%
1 Year
9.30%
−2.37%
3 Years
13.80%
17.81%
5 Years
16.30%
14.66%
Since Inception
18.90%
18.91%
Fund Age
10 yrs 1 mo
23 yrs 5 mo
AUM
₹2,128.58 Cr
₹3,220.2 Cr
Alpha – 1 Year
4.60%
−5.35%
Alpha – 3 Years
1.70%
5.93%
Information Ratio – 3 Years
0.16
0.54
Volatility – 1 Year
18.96%
21.49%
Volatility – 3 Years
16.97%
20.84%
Beta – 1 Year
1.03
1.07
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.27
-0.27
Sharpe Ratio – 3 Years
0.54
0.64
Worst Rolling Year
0.21%
-7.44%
Value at Worst Rolling Year
₹1.00 Cr
₹0.93 Cr
Deepest Drawdown
−14.69%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
94.32%
Median Rolling Year
19.90%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 28% · M 48% · S 19%
Number of Stocks
—
27
Portfolio P/E
—
57.85
Top 5 Holdings
—
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%