Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
QED Capital - Core Equity
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%
2.59%
6 Months
2.30%
−7.48%
1 Year
9.30%
2.63%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
2.29%
Fund Age
10 yrs 1 mo
16 mo
AUM
₹2,128.58 Cr
₹10.89 Cr
Alpha – 1 Year
4.60%
−2.09%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
13.82%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
0.65
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.12
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−13.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 47% · M 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
—
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%
3% / 2% / 1%