Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Tamohara - Q Strategy
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%
−0.46%
6 Months
2.30%
6.77%
1 Year
9.30%
7.38%
3 Years
13.80%
9.03%
5 Years
16.30%
—
Since Inception
18.90%
10.29%
Fund Age
10 yrs 1 mo
4 yrs 2 mo
AUM
₹2,128.58 Cr
₹9.69 Cr
Alpha – 1 Year
4.60%
7.73%
Alpha – 3 Years
1.70%
0.04%
Information Ratio – 3 Years
0.16
0.09
Volatility – 1 Year
18.96%
17.08%
Volatility – 3 Years
16.97%
16.18%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
0.88
1.08
Sharpe Ratio – 1 Year
0.27
0.20
Sharpe Ratio – 3 Years
0.54
0.33
Worst Rolling Year
0.21%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−14.69%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / – / –