Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
ValueQuest - Platinum
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%
2.62%
6 Months
2.30%
20.31%
1 Year
9.30%
5.50%
3 Years
13.80%
14.22%
5 Years
16.30%
16.13%
Since Inception
18.90%
18.70%
Fund Age
10 yrs 1 mo
9 yrs 8 mo
AUM
₹2,128.58 Cr
₹3,491.64 Cr
Alpha – 1 Year
4.60%
2.52%
Alpha – 3 Years
1.70%
2.33%
Information Ratio – 3 Years
0.16
0.19
Volatility – 1 Year
18.96%
25.24%
Volatility – 3 Years
16.97%
21.26%
Beta – 1 Year
1.03
1.29
Beta – 3 Years
0.88
1.17
Sharpe Ratio – 1 Year
0.27
0.11
Sharpe Ratio – 3 Years
0.54
0.48
Worst Rolling Year
0.21%
-9.34%
Value at Worst Rolling Year
₹1.00 Cr
₹0.91 Cr
Deepest Drawdown
−14.69%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
98.85%
93.29%
Median Rolling Year
19.90%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 21% · S 57%
L 23% · M 15% · S 57%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
—
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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% / 1% / 1%