Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
2.30%
22.17%
1 Year
9.30%
13.49%
3 Years
13.80%
12.21%
5 Years
16.30%
11.23%
Since Inception
18.90%
22.14%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹2,128.58 Cr
₹1,280.4 Cr
Alpha – 1 Year
4.60%
8.77%
Alpha – 3 Years
1.70%
0.12%
Information Ratio – 3 Years
0.16
0.01
Volatility – 1 Year
18.96%
24.60%
Volatility – 3 Years
16.97%
22.41%
Beta – 1 Year
1.03
1.20
Beta – 3 Years
0.88
1.15
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
0.54
0.39
Worst Rolling Year
0.21%
4.49%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−14.69%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
Top 5 Holdings
—
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%
3% / 2% / 1%