Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
6.28%
6 Months
2.30%
16.32%
1 Year
9.30%
11.67%
3 Years
13.80%
19.26%
5 Years
16.30%
13.96%
Since Inception
18.90%
16.00%
Fund Age
10 yrs 1 mo
12 yrs
AUM
₹2,128.58 Cr
₹725.3 Cr
Alpha – 1 Year
4.60%
6.95%
Alpha – 3 Years
1.70%
7.18%
Information Ratio – 3 Years
0.16
0.87
Volatility – 1 Year
18.96%
21.97%
Volatility – 3 Years
16.97%
19.77%
Beta – 1 Year
1.03
1.15
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.27
0.37
Sharpe Ratio – 3 Years
0.54
0.73
Worst Rolling Year
0.21%
-10.23%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−14.69%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
98.85%
93.09%
Median Rolling Year
19.90%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
—
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%
1% / 0% / 0%