Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
4.52%
6 Months
2.30%
24.02%
1 Year
9.30%
36.06%
3 Years
13.80%
24.43%
5 Years
16.30%
16.10%
Since Inception
18.90%
15.98%
Fund Age
10 yrs 1 mo
14 yrs 10 mo
AUM
₹2,128.58 Cr
₹214.08 Cr
Alpha – 1 Year
4.60%
31.34%
Alpha – 3 Years
1.70%
12.34%
Information Ratio – 3 Years
0.16
1.07
Volatility – 1 Year
18.96%
26.85%
Volatility – 3 Years
16.97%
19.70%
Beta – 1 Year
1.03
1.34
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.27
1.08
Sharpe Ratio – 3 Years
0.54
0.96
Worst Rolling Year
0.21%
-9.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−14.69%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
98.85%
90.43%
Median Rolling Year
19.90%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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% / 0% / 0%