Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
0.67%
6 Months
2.30%
1.38%
1 Year
9.30%
7.78%
3 Years
13.80%
12.37%
5 Years
16.30%
10.07%
Since Inception
18.90%
13.18%
Fund Age
10 yrs 1 mo
6 yrs 8 mo
AUM
₹2,128.58 Cr
₹1.13 Cr
Alpha – 1 Year
4.60%
8.13%
Alpha – 3 Years
1.70%
3.37%
Information Ratio – 3 Years
0.16
0.42
Volatility – 1 Year
18.96%
17.12%
Volatility – 3 Years
16.97%
14.65%
Beta – 1 Year
1.03
0.93
Beta – 3 Years
0.88
0.90
Sharpe Ratio – 1 Year
0.27
0.21
Sharpe Ratio – 3 Years
0.54
0.51
Worst Rolling Year
0.21%
10.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.10 Cr
Deepest Drawdown
−14.69%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
Top 5 Holdings
—
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
2% / 1% / 0%