Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
2Point2 Capital - Long term Value
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
12.27%
6 Months
2.30%
−1.13%
1 Year
9.30%
6.59%
3 Years
13.80%
20.44%
5 Years
16.30%
16.17%
Since Inception
18.90%
13.07%
Fund Age
10 yrs 1 mo
15 yrs 3 mo
AUM
₹2,128.58 Cr
—
Alpha – 1 Year
4.60%
6.87%
Alpha – 3 Years
1.70%
9.23%
Information Ratio – 3 Years
0.16
1.61
Volatility – 1 Year
18.96%
20.58%
Volatility – 3 Years
16.97%
16.59%
Beta – 1 Year
1.03
1.21
Beta – 3 Years
0.88
1.13
Sharpe Ratio – 1 Year
0.27
0.15
Sharpe Ratio – 3 Years
0.54
0.90
Worst Rolling Year
0.21%
13.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−14.69%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
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%
1.5% / 1% / 0.5%