Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Purnartha Pratham Strategy
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2Point2 Capital - Long term Value
Purnartha Pratham Strategy
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%
5.49%
6 Months
2.30%
9.46%
1 Year
9.30%
17.52%
3 Years
13.80%
14.28%
5 Years
16.30%
9.02%
Since Inception
18.90%
12.49%
Fund Age
10 yrs 1 mo
5 yrs 11 mo
AUM
₹2,128.58 Cr
₹1,633.45 Cr
Alpha – 1 Year
4.60%
12.80%
Alpha – 3 Years
1.70%
2.19%
Information Ratio – 3 Years
0.16
0.28
Volatility – 1 Year
18.96%
23.87%
Volatility – 3 Years
16.97%
18.97%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
1.06
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
0.21%
7.21%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
—
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 10%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 1%