Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Wave-Bloom
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%
−0.67%
6 Months
2.30%
−7.55%
1 Year
9.30%
0.34%
3 Years
13.80%
—
5 Years
16.30%
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Since Inception
18.90%
12.70%
Fund Age
10 yrs 1 mo
2 yrs 3 mo
AUM
₹2,128.58 Cr
₹7.52 Cr
Alpha – 1 Year
4.60%
−2.64%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
8.98%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
0.39
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.50
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
—
Median Rolling Year
19.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 21% · S 57%
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—