Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
2.30%
15.01%
1 Year
9.30%
17.96%
3 Years
13.80%
17.24%
5 Years
16.30%
—
Since Inception
18.90%
18.03%
Fund Age
10 yrs 1 mo
3 yrs 4 mo
AUM
₹2,128.58 Cr
₹146.81 Cr
Alpha – 1 Year
4.60%
14.98%
Alpha – 3 Years
1.70%
5.35%
Information Ratio – 3 Years
0.16
0.78
Volatility – 1 Year
18.96%
19.01%
Volatility – 3 Years
16.97%
16.70%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.88
0.99
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
0.54
0.72
Worst Rolling Year
0.21%
17.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−14.69%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
17.57%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
—
Number of Stocks
—
50
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
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%