Strategy performance
2POINT2 Long Term Value Fund
2Point2 Capital Advisors LLP · AUM ₹2,158 Cr · as of Aug 2026
Our read
₹100 grew to ₹274.0 since inception (+19.8% CAGR), with a max drawdown of −14.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.8%
Since inception
+19.8%
Max drawdown
−14.8%
Volatility
+17.1%
Peer position
Loading peer ranks…
Performance
2POINT2 Long Term Value Fund₹274.0Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | −3.6% | −11.5% | +11.4% | −1.1% | +2.2% | +3.2% | −0.6% | −0.5% | ||||
| 2025 | −0.2% | −5.2% | +4.5% | +8.1% | +3.7% | +12.1% | −5.4% | −4.5% | +1.3% | +6.5% | +1.5% | +0.3% | +23.4% |
| 2024 | −0.3% | −0.3% | −4.2% | +7.1% | −2.3% | +5.8% | +2.1% | +2.2% | +3.8% | −1.9% | −3.8% | −0.8% | +6.8% |
| 2023 | −1.8% | −0.3% | −0.9% | +3.5% | +11.0% | +8.9% | +5.4% | +2.8% | +2.0% | −0.5% | +8.6% | +1.9% | +48.1% |
| 2022 | −2.8% | −6.5% | +4.4% | +3.5% | −4.7% | −5.0% | +9.5% | +1.3% | +0.4% | +6.5% | +2.8% | −0.8% | +7.5% |
| 2021 | +11.6% | −5.3% | +0.7% | +6.6% | +6.5% | +9.1% | −2.4% | +4.4% | +1.8% | −1.6% | −2.6% | +31.2% |
Metrics
Tearsheet- 1M return
- −0.6%
- 3M return
- +4.9%
- 6M return
- +2.3%
- 1Y return
- +9.3%
- 2Y CAGR
- +9.2%
- 3Y CAGR
- +13.8%
- 5Y CAGR
- +16.3%
- Since-inception CAGR
- +19.8%
- Total return
- +174.0%
- Average month
- +1.6%
- Median month
- +1.3%
- Average up month
- +4.9%
- Best month
- +12.1%
- Best rolling 12M
- +50.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
2POINT2 Long Term Value Fund performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has 2POINT2 Long Term Value Fund performed?
- 2POINT2 Long Term Value Fund (2Point2 Capital Advisors LLP) shows CAGR 19.78% and max drawdown -14.79% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is 2POINT2 Long Term Value Fund CAGR / max drawdown?
- CAGR is 19.78%; max drawdown is -14.79%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do 2POINT2 Long Term Value Fund returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite 2POINT2 Long Term Value Fund?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more