Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
2.30%
1.92%
1 Year
9.30%
0.43%
3 Years
13.80%
—
5 Years
16.30%
—
Since Inception
18.90%
6.17%
Fund Age
10 yrs 1 mo
2 yrs 2 mo
AUM
₹2,128.58 Cr
₹22.98 Cr
Alpha – 1 Year
4.60%
−2.55%
Alpha – 3 Years
1.70%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
18.96%
16.90%
Volatility – 3 Years
16.97%
—
Beta – 1 Year
1.03
0.96
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.27
-0.22
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
0.21%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−14.69%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%
0% / 0% / 0%