Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
1.32%
6 Months
2.30%
3.83%
1 Year
9.30%
9.77%
3 Years
13.80%
13.19%
5 Years
16.30%
12.01%
Since Inception
18.90%
14.38%
Fund Age
10 yrs 1 mo
6 yrs 8 mo
AUM
₹2,128.58 Cr
₹42.66 Cr
Alpha – 1 Year
4.60%
3.80%
Alpha – 3 Years
1.70%
2.30%
Information Ratio – 3 Years
0.16
0.23
Volatility – 1 Year
18.96%
15.84%
Volatility – 3 Years
16.97%
12.64%
Beta – 1 Year
1.03
1.56
Beta – 3 Years
0.88
1.48
Sharpe Ratio – 1 Year
0.27
0.32
Sharpe Ratio – 3 Years
0.54
0.70
Worst Rolling Year
0.21%
9.09%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−14.69%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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%
2% / 1% / 0%