Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
2.30%
8.08%
1 Year
9.30%
10.16%
3 Years
13.80%
15.60%
5 Years
16.30%
—
Since Inception
18.90%
19.84%
Fund Age
10 yrs 1 mo
6 yrs 11 mo
AUM
₹2,128.58 Cr
₹3.18 Cr
Alpha – 1 Year
4.60%
7.18%
Alpha – 3 Years
1.70%
3.72%
Information Ratio – 3 Years
0.16
0.60
Volatility – 1 Year
18.96%
19.93%
Volatility – 3 Years
16.97%
18.09%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
1.14
Sharpe Ratio – 1 Year
0.27
0.31
Sharpe Ratio – 3 Years
0.54
0.60
Worst Rolling Year
0.21%
14.68%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−14.69%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –