Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
−2.26%
6 Months
2.30%
9.35%
1 Year
9.30%
10.43%
3 Years
13.80%
15.16%
5 Years
16.30%
—
Since Inception
18.90%
21.24%
Fund Age
10 yrs 1 mo
4 yrs 11 mo
AUM
₹2,128.58 Cr
₹16.88 Cr
Alpha – 1 Year
4.60%
8.57%
Alpha – 3 Years
1.70%
3.08%
Information Ratio – 3 Years
0.16
0.34
Volatility – 1 Year
18.96%
33.08%
Volatility – 3 Years
16.97%
27.65%
Beta – 1 Year
1.03
1.54
Beta – 3 Years
0.88
1.38
Sharpe Ratio – 1 Year
0.27
0.28
Sharpe Ratio – 3 Years
0.54
0.51
Worst Rolling Year
0.21%
12.88%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−14.69%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
—
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
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%
1% / 0% / 0%