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CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.0% | −5.6% | +0.6% |
| 3 Months | −2.5% | −3.6% | +1.1% |
| 6 Months | +9.8% | +8.1% | +1.7% |
| 1 Year | +2.5% | −2.3% | +4.8% |
|---|
| 2 Years | +4.5% | −3.9% | +8.4% |
|---|
| 3 Years (CAGR) | +11.2% | +9.2% | +2.0% |
|---|
| 4 Years (CAGR) | +19.0% | +11.2% | +7.8% |
|---|
| 5 Years (CAGR) | +14.1% | +8.9% | +5.2% |
|---|
| Since launch | +18.1% | +11.7% | +6.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 14.8%
2Point2 Capital’s story and investment philosophy are on the 2Point2 Capital firm page.
Savi Jain
Co-Founder
Savi has 18 years of investment experience across varied sectors and across Private Equity and Public Markets both. 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. 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.
Amit Mantri
Co-Founder
Amit has 17 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.
Bhavit Visaria
Head of Operations
Bhavit has 17 years of experience on both the Buy and Sell side in the asset management industry. He has been with 2Point2 Capital since inception and heads Operations. He is responsible for client on-boarding, client reporting, regulatory compliance and trade execution. He has earlier worked with leading broking firms. In his last role, he was a Wealth Manager at Globe Capital for more than 2 years. Prior to Globe Capital, he was with India Infoline for 3 years, another broking firm. He has done his Masters in Financial Management from Mumbai University. He is certified in Currency Derivatives and Capital Market Dealer Module from National Institute of Securities Market (NISM). He is also appearing for his CFA exams.
Neha Gupta
Relationship Manager
Neha has over 10 years of experience across the buy side and sell side. She has been with 2Point2 since 2018. Prior to joining 2Point2, she was working as a Relationship Manager with Motilal Oswal Financial Services. At 2Point2, she is responsible for maintaining relationships with clients and partners. She has done her Master's in Commerce from Mumbai University. She has also completed her CFPCM certification.
Nitin Patil
Fund Accounting
Nitin has over 11 years of experience in the BFSI industry. He has been with 2Point2 since 2019. Prior to joining 2Point2, Nitin was working in Operations with leading financial institutions such as Tata Capital, HDFC Bank, and HDFC Securities. At 2Point2, he is responsible for the Fund Accounting function. He has done his Bachelor's in Commerce from Mumbai University.
Arvind Kumar
Accounts & Audit
Arvind has over 18 years of experience in Accounts. He has been with 2Point2 since 2019. Prior to 2Point2, he was associated with Invincia Agroimpex, a leading tractor parts exporter, and MNM composites, a manufacturing firm, as the Chief Accountant. At 2Point2, he handles the Accounts and Audit function. He has done his Bachelor's in Commerce from Mumbai University.
Registration No
INP000005190
Fund Manager
Mr.Amit Mantri
Principal Officer
Mr.Amit Mantri
Inflow
₹34.33 Cr
Outflow
₹17.26 Cr
Net
₹17.07 Cr
Not reported — complaint data for this strategy isn't available yet.
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