Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.60%
7.48%
6 Months
2.30%
9.42%
1 Year
9.30%
28.25%
3 Years
13.80%
18.47%
5 Years
16.30%
21.31%
Since Inception
18.90%
21.69%
Fund Age
10 yrs 1 mo
5 yrs
AUM
₹2,128.58 Cr
₹79.02 Cr
Alpha – 1 Year
4.60%
23.53%
Alpha – 3 Years
1.70%
6.38%
Information Ratio – 3 Years
0.16
0.27
Volatility – 1 Year
18.96%
18.12%
Volatility – 3 Years
16.97%
27.25%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.88
0.86
Sharpe Ratio – 1 Year
0.27
1.18
Sharpe Ratio – 3 Years
0.54
0.56
Worst Rolling Year
0.21%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−14.69%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
—
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%
0% / 0% / 0%