Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
6.38%
6 Months
2.30%
30.29%
1 Year
9.30%
21.45%
3 Years
13.80%
18.94%
5 Years
16.30%
—
Since Inception
18.90%
23.25%
Fund Age
10 yrs 1 mo
3 yrs 1 mo
AUM
₹2,128.58 Cr
₹185.04 Cr
Alpha – 1 Year
4.60%
16.73%
Alpha – 3 Years
1.70%
6.85%
Information Ratio – 3 Years
0.16
0.59
Volatility – 1 Year
18.96%
29.11%
Volatility – 3 Years
16.97%
25.42%
Beta – 1 Year
1.03
1.26
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.27
0.62
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
0.21%
18.95%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
Top 5 Holdings
—
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 1%