Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
2.93%
6 Months
7.13%
27.08%
1 Year
11.04%
22.70%
3 Years
7.66%
18.13%
5 Years
8.70%
21.00%
Since Inception
14.13%
30.05%
Fund Age
6 yrs 10 mo
5 yrs 9 mo
AUM
₹3.45 Cr
₹670.5 Cr
Alpha – 1 Year
8.06%
17.98%
Alpha – 3 Years
−4.24%
6.04%
Information Ratio – 3 Years
-0.53
0.67
Volatility – 1 Year
15.44%
26.20%
Volatility – 3 Years
15.96%
22.70%
Beta – 1 Year
0.84
1.32
Beta – 3 Years
0.91
1.09
Sharpe Ratio – 1 Year
0.40
0.70
Sharpe Ratio – 3 Years
0.20
0.71
Worst Rolling Year
3.12%
15.94%
Value at Worst Rolling Year
₹1.03 Cr
₹1.16 Cr
Deepest Drawdown
−27.30%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 36%
S 95%
Number of Stocks
23
26
Portfolio P/E
34.11
27.00
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%