Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Square 64 - Multicap
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%
5.13%
6 Months
2.30%
29.29%
1 Year
9.30%
14.37%
3 Years
13.80%
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5 Years
16.30%
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Since Inception
18.90%
7.27%
Fund Age
10 yrs 1 mo
1 yr 10 mo
AUM
₹2,128.58 Cr
₹108.4 Cr
Alpha – 1 Year
4.60%
9.65%
Alpha – 3 Years
1.70%
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Information Ratio – 3 Years
0.16
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Volatility – 1 Year
18.96%
30.58%
Volatility – 3 Years
16.97%
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Beta – 1 Year
1.03
1.41
Beta – 3 Years
0.88
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Sharpe Ratio – 1 Year
0.27
0.40
Sharpe Ratio – 3 Years
0.54
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Worst Rolling Year
0.21%
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Value at Worst Rolling Year
₹1.00 Cr
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Deepest Drawdown
−14.69%
−25.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
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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
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
15% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
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