Compare Schemes

Pluswealth Assets LLP vs Two X Capital Exponential Opportunities Fund

Pluswealth Assets LLP

Two X Capital Exponential Opportunities Fund

Add Scheme

Growth of ₹1 Crore

Pluswealth Assets LLP

Two X Capital Exponential Opportunities Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 7.6%

Pluswealth Assets LLP

12.1% • vol 5.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.86%

−0.30%

6 Months

2.99%

15.52%

1 Year

7.80%

—

3 Years

12.12%

—

5 Years

—

Since Inception

15.22%

13.90%

Fund Age

9 mo

7 mo

AUM

—

Alpha – 1 Year

6.65%

—

Alpha – 3 Years

4.50%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

4.34%

—

Volatility – 3 Years

5.62%

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.56

—

Sharpe Ratio – 3 Years

1.12

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 23% · M 14% · S 55%

Number of Stocks

—

Portfolio P/E

—

91.40

Top 5 Holdings

—

Cash & Cash Equivalent · 8.57%

S J S Enterprises Ltd · 4.54%

Laurus Labs Ltd · 4.39%

Senores Pharmaceuticals Ltd · 3.91%

Adani Power Ltd · 3.52%

Top Sectors

—

Capital Goods · 19.52%

Financial Services · 15.68%

Healthcare · 14.13%

Fixed Fee

—

Performance Fee / Plan

—

25% of profit, above 8%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.