Know Your PMS · Monthly tearsheet
2POINT2 Long Term Value Fund
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202667 months filedBM: BSE500TRIBM: BenchmarkBM: BSE 500 TRI
CAGR
19.78%
Total return
173.98%
Max drawdown
-14.79%
Sharpe
1.15
Sortino
1.49
Calmar
1.34
Win months
58.21%
Best / worst month
12.1% / -11.5%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.95% | -3.59% | -11.51% | 11.44% | -1.10% | 2.21% | 3.22% | -0.60% | – | – | – | – | -0.46% |
2025 | -0.19% | -5.15% | 4.52% | 8.07% | 3.72% | 12.13% | -5.39% | -4.45% | 1.25% | 6.53% | 1.49% | 0.27% | 23.40% |
2024 | -0.32% | -0.27% | -4.21% | 7.10% | -2.34% | 5.85% | 2.12% | 2.17% | 3.77% | -1.95% | -3.79% | -0.77% | 6.85% |
2023 | -1.75% | -0.25% | -0.92% | 3.48% | 11.04% | 8.90% | 5.43% | 2.83% | 1.99% | -0.45% | 8.61% | 1.93% | 48.06% |
2022 | -2.76% | -6.50% | 4.36% | 3.53% | -4.70% | -5.05% | 9.50% | 1.28% | 0.36% | 6.48% | 2.84% | -0.78% | 7.49% |
2021 | – | 11.58% | -5.29% | 0.66% | 6.62% | 6.55% | 9.12% | -2.42% | 4.43% | 1.82% | -1.60% | -2.58% | 31.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Oct_2022 | 14.79% | 11 mo |
| Feb_2026 | Mar_2026 | Ongoing | 14.69% | 7 mo · open |
| Oct_2024 | Feb_2025 | Apr_2025 | 11.38% | 6 mo |
| Jul_2025 | Aug_2025 | Jan_2026 | 9.60% | 6 mo |
| Mar_2021 | Mar_2021 | May_2021 | 5.29% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
16.99%
Downside deviation
13.25%