- Manager
- 2Point2 Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
2POINT2 Long Term Value Fund
+2.50%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
2Point2 Capital Advisors’ 2POINT2 Long Term Value Fund returned 2.50% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2,066 crore across its clients.
Key numbers
- AUM
- ₹2,066 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.75×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.01% | −5.57% | +0.56% |
| 3 months | −2.54% | −3.59% | +1.05% |
| 6 months | +9.79% | +8.07% | +1.72% |
| 1 year | +2.50% | −2.33% | +4.83% |
| 2 years | +4.50% | −3.93% | +8.43% |
| 3 years | +11.17% | +9.21% | +1.96% |
| 4 years | +19.00% | +11.22% | +7.78% |
| 5 years | +14.14% | +8.91% | +5.23% |
| Since inception | +18.11% | +12.90% | +5.21% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity93.79%₹1,938 Cr
- Mutual funds3.44%₹71.11 Cr
- Cash and other2.77%₹57.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹34.33 Cr
- Outflow, Sep 2026
- ₹17.26 Cr
- Net, Sep 2026
- ₹17.07 Cr
- Net, FY to date
- ₹202 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.75×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has 2POINT2 Long Term Value Fund returned?
2.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.01%; 3 months: −2.54%; 6 months: 9.79%; 1 year: 2.50%; 2 years: 4.50%; 3 years: 11.17%; 4 years: 19.00%; 5 years: 14.14%; Since inception: 18.11%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.83 percentage points ahead.
How much does 2POINT2 Long Term Value Fund manage?
₹2,066 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages 2POINT2 Long Term Value Fund?
2Point2 Capital Advisors, a SEBI-registered portfolio manager (INP000005190), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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