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2Point2 Capital - Long Term Value Fund
2Point2 Capital - Long Term Value Fund

2Point2 Capital - Long Term Value Fund

  • 2Point2 Capital
  • Multi Cap AND Flexi Cap
  • 26
    Out of 118*
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PMS Bazaar
Portfolio age9 years, 4 months
6.5%
4.3%
Hurdle Rate**10.00%
Fixed feeNo Option
Min. Investment1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Savi Jain
  • Manager Rank19 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1730.45
  • Highest Return In 1 Yr15.8%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹1,730.45 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
15 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,730.45 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 251
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

2Point2 Capital
2Point2 Capital manages assets worth Rs 1730.45 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,730.45 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,730.45 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
15 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of 2Point2 Capital - Long Term Value Fund?
The hurdle rate of 2Point2 Capital - Long Term Value Fund is 10.00%.
What is the fixed fee charged in 2Point2 Capital - Long Term Value Fund ?
The fixed fee charged in 2Point2 Capital - Long Term Value Fund is No Option.
What is the variable fee charged in 2Point2 Capital - Long Term Value Fund ?
The variable fee charged in 2Point2 Capital - Long Term Value Fund is 1.50%.
What is the profit sharing in 2Point2 Capital - Long Term Value Fund ?
The profit sharing in 2Point2 Capital - Long Term Value Fund is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in 2Point2 Capital - Long Term Value Fund ?
The minimum investment in 2Point2 Capital - Long Term Value Fund is ₹1 Cr
What type of scheme is 2Point2 Capital - Long Term Value Fund?
2Point2 Capital - Long Term Value Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of 2Point2 Capital - Long Term Value Fund?
The inception date of 2Point2 Capital - Long Term Value Fund is Jul 20, 2016.
What is the exit load of 2Point2 Capital - Long Term Value Fund?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.