Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Tamohara - TRUFFLE
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%
8.72%
6 Months
2.30%
28.59%
1 Year
9.30%
28.02%
3 Years
13.80%
18.67%
5 Years
16.30%
17.18%
Since Inception
18.90%
20.03%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹2,128.58 Cr
₹221.27 Cr
Alpha – 1 Year
4.60%
28.37%
Alpha – 3 Years
1.70%
9.68%
Information Ratio – 3 Years
0.16
0.87
Volatility – 1 Year
18.96%
22.32%
Volatility – 3 Years
16.97%
17.88%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
0.88
0.95
Sharpe Ratio – 1 Year
0.27
0.99
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
0.21%
13.69%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−14.69%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –