Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.93%
6 Months
10.76%
27.08%
1 Year
8.14%
22.70%
3 Years
7.76%
18.13%
5 Years
10.03%
21.00%
Since Inception
11.69%
30.05%
Fund Age
6 yrs 8 mo
5 yrs 9 mo
AUM
₹87.23 Cr
₹670.5 Cr
Alpha – 1 Year
8.57%
17.98%
Alpha – 3 Years
−0.81%
6.04%
Information Ratio – 3 Years
0.02
0.67
Volatility – 1 Year
23.09%
26.20%
Volatility – 3 Years
18.26%
22.70%
Beta – 1 Year
1.29
1.32
Beta – 3 Years
1.11
1.09
Sharpe Ratio – 1 Year
0.21
0.70
Sharpe Ratio – 3 Years
0.22
0.71
Worst Rolling Year
6.59%
15.94%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−25.42%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
S 95%
Number of Stocks
41
26
Portfolio P/E
25.23
27.00
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%