Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
2.30%
9.93%
1 Year
9.30%
7.49%
3 Years
13.80%
9.34%
5 Years
16.30%
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Since Inception
18.90%
11.87%
Fund Age
10 yrs 1 mo
4 yrs 7 mo
AUM
₹2,128.58 Cr
₹1,953.44 Cr
Alpha – 1 Year
4.60%
2.77%
Alpha – 3 Years
1.70%
−2.75%
Information Ratio – 3 Years
0.16
-0.26
Volatility – 1 Year
18.96%
19.15%
Volatility – 3 Years
16.97%
16.91%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.27
0.19
Sharpe Ratio – 3 Years
0.54
0.30
Worst Rolling Year
0.21%
8.22%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−14.69%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 16% · M 21% · S 57%
L 17% · M 8% · S 75%
Number of Stocks
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Portfolio P/E
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23.80
Top 5 Holdings
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Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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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%
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