PMS · Equity · Multi Cap
2Point2 Capital - Long term Value
Fund size₹2,129 Cr
Alpha (3Y)2.65%
3Y return13.80%
Fund age10 yrs 1 mo
Fund Managers
Amit Mantri
Amit Mantri
Fund Manager, 2Point2
Amit Mantri has 10 years of investing experience across private equity and public markets. In his last role, he was a Vice-President at Hornbill Capital, a Mumbai based hedge fund. Hornbill is co-sponsored by Orchid Asia which manages US$ 3.0 billion of equity capital for Asia. Prior to Hornbill, he has been part of the private equity investment team at IDFC Alternatives and Zephyr Peacock. At Zephyr Peacock, Amit was part of the investment team that completed transactions in the logistics, IT infrastructure services, pharmaceuticals, clean-tech and financial distribution industry. He has served on the Board of 20 Cube Logistics as an Alternate Director and was part of the team that launched Sri Lanka’s first private equity fund. Amit has a Post-Graduate Diploma in Management from IIM Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur. He is also a CFA® charterholder.
Managing AUM₹2,129 Cr
Savi Jain
Savi Jain
Fund Manager, 2Point2
Savi Jain has 11 years of experience in the asset management industry, more than 6 years of which were in the private equity Industry. In his last role, he was an Associate Director at Tano Capital, a prominent Mumbai based private equity fund that manages more than USD 210 million worth of assets. He served as a Director on the Board of MSH Sarees that owns the popular ethnic wear brand 'Jashn'. Prior to Tano, he was with Frontline Ventures, another private equity fund. He has evaluated more than 500 investments in diverse industries in his 6 years in private equity. Apart from several unlisted investments, he has been involved in making marquee listed investments such as Astra Microwave, Shilpa Medicare, DCB Bank and Safari Industries. Prior to his private equity career, he worked in ICICI Prudential Life Insurance with their actuarial/investment team that managed more than INR 300 billion in equity and debt assets. Savi received a Bachelor’s degree in Industrial Engineering from IIT Kharagpur. He is also a CFA®  charterholder.
Managing AUM₹2,129 Cr
Growth of₹Cr
2Point2 Capital Long term Value
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
2Point2 Capital Long term Value−0.46%9.30%9.20%13.80%16.30%18.90%
Nifty 500−1.02%4.70%−0.10%12.10%10.90%13.60%
Excess over benchmark0.56%4.60%9.30%1.70%5.40%5.30%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.97%
Benchmark approx 14.81%
A standard deviation reflecting historical swings.
Sensitivity
0.88
Beta vs benchmark 1.00 · 12% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.54
Sharpe
Excess return gained per unit of volatility.
Capture ratio
93 / 73
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −14.69% from its 27 Feb 2026 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−14.69%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme27 Feb 202631 Mar 2026−14.69%32 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak27 Feb 2026
Trough31 Mar 2026
Depth−14.69%
Fell over32 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹12,943 Cr
Asset class
Equity
Market cap
Large cap16.16%
Mid cap21.33%
Small cap56.83%
Cash & others5.68%
As on 31 Aug 2026
Fees
HybridPlan A · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, nil after 2 years. Lock-in: Nil.
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