Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
2.30%
11.30%
1 Year
9.30%
5.88%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
10.85%
Fund Age
10 yrs 1 mo
2 yrs 5 mo
AUM
₹2,128.58 Cr
₹45.96 Cr
Alpha – 1 Year
4.60%
−0.98%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
21.88%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
2.00
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
0.12
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
Top 5 Holdings
—
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
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% / 1.5% / 1%