Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Unifi Blended - Rangoli
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%
3.17%
6 Months
2.30%
10.91%
1 Year
9.30%
10.45%
3 Years
13.80%
10.60%
5 Years
16.30%
10.74%
Since Inception
18.90%
18.07%
Fund Age
10 yrs 1 mo
9 yrs 2 mo
AUM
₹2,128.58 Cr
₹11,464.61 Cr
Alpha – 1 Year
4.60%
5.73%
Alpha – 3 Years
1.70%
−1.49%
Information Ratio – 3 Years
0.16
-0.11
Volatility – 1 Year
18.96%
18.78%
Volatility – 3 Years
16.97%
16.83%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.27
0.34
Sharpe Ratio – 3 Years
0.54
0.37
Worst Rolling Year
0.21%
4.89%
Value at Worst Rolling Year
₹1.00 Cr
₹1.05 Cr
Deepest Drawdown
−14.69%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
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%