PMS

2POINT2 Long Term Value

Multi Cap · Portfolio Management Services

2POINT2 Long Term Value is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Amit Mantri. It has returned +9.25% over 1 year, +13.83% over 3 years, +16.32% over 5 years, as reported by the fund manager. It manages about ₹2,158.25 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-0.60%Benchmark -0.09%
3 months
+4.87%Benchmark +3.86%
6 months
+2.27%Benchmark +1.43%
1 year
+9.25%Benchmark +4.72%
2 years
+9.23%Benchmark -0.11%
3 years
+13.83%Benchmark +12.09%
5 years
+16.32%Benchmark +10.90%
Since inception
+18.87%Benchmark +13.65%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Amit Mantri
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹2,158.25 Cr
Inception: 20 July 2016
Minimum investment: ₹50 lakh
Holding: %
Bank: 24.72
NBFC: 13.85
Healthcare: 9.50
Insurance: 8.50
Real Estate Investment Trusts: 4.11

Common questions

What are the returns of 2POINT2 Long Term Value?

2POINT2 Long Term Value has returned -0.60% (1 month), +4.87% (3 months), +2.27% (6 months), +9.25% (1 year), +9.23% (2 years), +13.83% (3 years), +16.32% (5 years), +18.87% (Since inception). Periods over one year are annualised.

What is the minimum investment for 2POINT2 Long Term Value?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages 2POINT2 Long Term Value?

The fund manager is Mr. Amit Mantri.