Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
2.30%
15.63%
1 Year
9.30%
20.01%
3 Years
13.80%
17.10%
5 Years
16.30%
15.64%
Since Inception
18.90%
13.05%
Fund Age
10 yrs 1 mo
8 yrs 11 mo
AUM
₹2,128.58 Cr
₹46.46 Cr
Alpha – 1 Year
4.60%
15.29%
Alpha – 3 Years
1.70%
5.01%
Information Ratio – 3 Years
0.16
0.88
Volatility – 1 Year
18.96%
20.61%
Volatility – 3 Years
16.97%
19.98%
Beta – 1 Year
1.03
0.94
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.27
0.73
Sharpe Ratio – 3 Years
0.54
0.85
Worst Rolling Year
0.21%
-3.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−14.69%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
98.85%
93.14%
Median Rolling Year
19.90%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
Top 5 Holdings
—
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 10%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%