Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
2.30%
9.19%
1 Year
9.30%
9.02%
3 Years
13.80%
14.71%
5 Years
16.30%
10.31%
Since Inception
18.90%
14.95%
Fund Age
10 yrs 1 mo
7 yrs 10 mo
AUM
₹2,128.58 Cr
₹42.73 Cr
Alpha – 1 Year
4.60%
4.30%
Alpha – 3 Years
1.70%
2.62%
Information Ratio – 3 Years
0.16
0.63
Volatility – 1 Year
18.96%
17.52%
Volatility – 3 Years
16.97%
14.89%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
0.88
0.92
Sharpe Ratio – 1 Year
0.27
0.26
Sharpe Ratio – 3 Years
0.54
0.66
Worst Rolling Year
0.21%
8.19%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−14.69%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
Top 5 Holdings
—
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%