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bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
2Point2 Capital - Long Term Value Fund
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)1791.01
Fixed FeeNo Option
Variable Fee1.50%
Hurdle Rate10.00%
Profit Sharing15% Profit sharing above 10% Hurdle
BenchmarkS&P BSE 500 TRI
Portfolio Age9 years, 6 months
Trailing Returns
Portfolio Manager
Savi Jain
Savi Jain
ProfileSavi 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.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment10000000
SIP OptionAvailable
STP OptionNot Available
Exit Load Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.