Long Term Value Fund

2Point2 Capital
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
20 July 2016
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹1791.01
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Concentrated portfolio of 15 stocks across market capitalization - strong moats, high ROE and free cash flow generation and available at a reasonable valuation

Investment Objective

2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, our primary goal is to protect capital followed by our goal to generate returns that exceed the equity index return over the long term.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.30% -0.20% 0.50%
3 MONTHS 8.40% 5.00% 3.40%
6 MONTHS -0.80% 1.60% -2.40%
1 YEAR 23.40% 7.60% 15.80%
2 YEAR 14.80% 11.60% 3.20%
3 YEAR 25.00% 16.40% 8.60%
5 YEAR 22.60% 16.80% 5.80%
SINCE INCEPTION 20.40% 14.90% 5.50%

Calendar Year Performance

Year Return
CY 2025 23.40%
CY 2024 6.80%
CY 2023 48.07%
CY 2022 7.39%
CY 2021 31.91%
CY 2020 14.92%
CY 2019 14.28%
CY 2018 2.22%
CY 2017 49.10%
CY 2016 4.45%

Financial Year Performance

Year Return
FY 26_YTD 25.30%
FY 25 11.00%
FY 24 45.18%
FY 23 10.05%
FY 22 17.35%
FY 21 74.60%
FY 20 -24.58%
FY 19 14.40%
FY 18 16.62%
FY 17 26.79%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Amit Mantri

Co-Founder

Amit Mantri has 10 years of investing experience across private equity and public markets. In his last role, he was a Vice-President at Hornbill Capital, a Mumbai based hedge fund. Hornbill is co-sponsored by Orchid Asia which manages US$ 3.0 billion of equity capital for Asia. Prior to Hornbill, he has been part of the private equity investment team at IDFC Alternatives and Zephyr Peacock. At Zephyr Peacock, Amit was part of the investment team that completed transactions in the logistics, IT infrastructure services, pharmaceuticals, clean-tech and financial distribution industry. He has served on the Board of 20 Cube Logistics as an Alternate Director and was part of the team that launched Sri Lanka’s first private equity fund. Amit has a Post-Graduate Diploma in Management from IIM Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur. He is also a CFA® charterholder.

Savi Jain

Co-Founder

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.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
10461
portfolio age
9 Yrs, 5 Months
sip
Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 3%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)