Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
2.30%
19.55%
1 Year
9.30%
11.69%
3 Years
13.80%
15.46%
5 Years
16.30%
—
Since Inception
18.90%
23.05%
Fund Age
10 yrs 1 mo
3 yrs 4 mo
AUM
₹2,128.58 Cr
₹95.08 Cr
Alpha – 1 Year
4.60%
8.71%
Alpha – 3 Years
1.70%
3.58%
Information Ratio – 3 Years
0.16
0.52
Volatility – 1 Year
18.96%
27.25%
Volatility – 3 Years
16.97%
23.29%
Beta – 1 Year
1.03
1.44
Beta – 3 Years
0.88
1.22
Sharpe Ratio – 1 Year
0.27
0.33
Sharpe Ratio – 3 Years
0.54
0.66
Worst Rolling Year
0.21%
15.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−14.69%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 1%