Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
3.93%
6 Months
2.30%
25.32%
1 Year
9.30%
18.21%
3 Years
13.80%
32.70%
5 Years
16.30%
23.63%
Since Inception
18.90%
28.38%
Fund Age
10 yrs 1 mo
7 yrs 10 mo
AUM
₹2,128.58 Cr
₹8,686.39 Cr
Alpha – 1 Year
4.60%
13.49%
Alpha – 3 Years
1.70%
20.61%
Information Ratio – 3 Years
0.16
1.92
Volatility – 1 Year
18.96%
22.97%
Volatility – 3 Years
16.97%
19.40%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
0.98
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.54
1.30
Worst Rolling Year
0.21%
17.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−14.69%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
Top 5 Holdings
—
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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%
2% / 0% / 0%