Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Oro-alpha compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
2.98%
6 Months
2.30%
−0.13%
1 Year
9.30%
−2.80%
3 Years
13.80%
13.20%
5 Years
16.30%
—
Since Inception
18.90%
13.51%
Fund Age
10 yrs 1 mo
3 yrs 8 mo
AUM
₹2,128.58 Cr
₹30.6 Cr
Alpha – 1 Year
4.60%
−5.78%
Alpha – 3 Years
1.70%
1.30%
Information Ratio – 3 Years
0.16
0.16
Volatility – 1 Year
18.96%
16.62%
Volatility – 3 Years
16.97%
16.99%
Beta – 1 Year
1.03
0.93
Beta – 3 Years
0.88
1.05
Sharpe Ratio – 1 Year
0.27
-0.42
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
0.21%
13.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.13 Cr
Deepest Drawdown
−14.69%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
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%
0% / 0% / 0%