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

Our investment strategy focuses on a curated selection of approximately 15 companies. This concentrated approach spans various market capitalization segments, prioritizing businesses with robust competitive advantages, superior return on equity, and consistent free cash flow generation. These select companies are identified when trading at attractive valuations.

Investment Objective

2Point2 Capital operates as an investment management firm specializing in long-term, concentrated investments in high-caliber Indian listed equities, acquired at prudent valuations. Our foremost objective as investment managers is capital preservation, with a subsequent focus on generating returns that demonstrably surpass the long-term equity index performance.

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

With a decade of comprehensive investment expertise spanning both private equity and public market engagements, Amit Mantri brings a wealth of experience to the platform. Previously, he served as a Vice-President at Hornbill Capital, a Mumbai-headquartered hedge fund with co-sponsorship from Orchid Asia, an entity managing US$3.0 billion in equity capital for Asian markets. His prior roles include positions within the private equity investment divisions of IDFC Alternatives and Zephyr Peacock. At Zephyr Peacock, Mr. Mantri was instrumental in transactions across diverse sectors such as logistics, IT infrastructure services, pharmaceuticals, clean-tech, and financial distribution. He has also held an Alternate Director position on the Board of 20 Cube Logistics and contributed to the establishment of Sri Lanka's inaugural private equity fund. Mr. Mantri holds a Post-Graduate Diploma in Management from IIM Bangalore and a B.Tech in Computer Science and Engineering from IIT Kharagpur. Furthermore, he is a CFA® charterholder.

Savi Jain

Co-Founder

Savi Jain brings over 11 years of comprehensive experience within the asset management sector, including more than 6 years dedicated to private equity. In his most recent position, he served as an Associate Director at Tano Capital, a distinguished Mumbai-based private equity firm with assets under management exceeding USD 210 million. Previously, he held a directorship on the Board of MSH Sarees, proprietor of the widely recognised ethnic wear brand 'Jashn'. Before his tenure at Tano Capital, Mr. Jain was associated with Frontline Ventures, another private equity entity. During his six years in private equity, he has assessed over 500 investment opportunities across a spectrum of industries. His investment experience encompasses numerous unlisted ventures, as well as prominent listed company investments such as Astra Microwave, Shilpa Medicare, DCB Bank, and Safari Industries. Prior to his private equity career, Mr. Jain was part of the actuarial/investment team at ICICI Prudential Life Insurance, where he contributed to the management of equity and debt assets valued at over INR 300 billion. Mr. Jain holds a Bachelor's degree in Industrial Engineering from IIT Kharagpur and is 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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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