Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Vallum India Discovery
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%
8.27%
6 Months
2.30%
25.28%
1 Year
9.30%
14.17%
3 Years
13.80%
11.84%
5 Years
16.30%
13.19%
Since Inception
18.90%
20.72%
Fund Age
10 yrs 1 mo
5 yrs 11 mo
AUM
₹2,128.58 Cr
₹1,246.45 Cr
Alpha – 1 Year
4.60%
9.45%
Alpha – 3 Years
1.70%
−0.25%
Information Ratio – 3 Years
0.16
0.04
Volatility – 1 Year
18.96%
23.38%
Volatility – 3 Years
16.97%
20.74%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.88
1.17
Sharpe Ratio – 1 Year
0.27
0.45
Sharpe Ratio – 3 Years
0.54
0.42
Worst Rolling Year
0.21%
8.63%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−14.69%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
100.00%
Median Rolling Year
19.90%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
15% of profit, above 10%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / 0.5% / 0%