Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
10.15%
6 Months
2.30%
31.39%
1 Year
9.30%
26.01%
3 Years
13.80%
19.28%
5 Years
16.30%
23.67%
Since Inception
18.90%
28.23%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹2,128.58 Cr
₹483.07 Cr
Alpha – 1 Year
4.60%
21.29%
Alpha – 3 Years
1.70%
7.19%
Information Ratio – 3 Years
0.16
0.38
Volatility – 1 Year
18.96%
27.77%
Volatility – 3 Years
16.97%
26.19%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
0.88
1.20
Sharpe Ratio – 1 Year
0.27
0.78
Sharpe Ratio – 3 Years
0.54
0.61
Worst Rolling Year
0.21%
19.29%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−14.69%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%
0% / 0% / 0%