Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
2.30%
10.98%
1 Year
9.30%
10.72%
3 Years
13.80%
15.83%
5 Years
16.30%
13.58%
Since Inception
18.90%
14.48%
Fund Age
10 yrs 1 mo
21 yrs 11 mo
AUM
₹2,128.58 Cr
₹8.51 Cr
Alpha – 1 Year
4.60%
6.00%
Alpha – 3 Years
1.70%
3.74%
Information Ratio – 3 Years
0.16
0.71
Volatility – 1 Year
18.96%
16.38%
Volatility – 3 Years
16.97%
14.45%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.88
0.89
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.54
0.72
Worst Rolling Year
0.21%
-12.28%
Value at Worst Rolling Year
₹1.00 Cr
₹0.88 Cr
Deepest Drawdown
−14.69%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
98.85%
90.88%
Median Rolling Year
19.90%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 16% · M 21% · S 57%
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
Top 5 Holdings
—
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%