Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
2.93%
6 Months
23.62%
27.08%
1 Year
21.42%
22.70%
3 Years
14.56%
18.13%
5 Years
—
21.00%
Since Inception
16.17%
30.05%
Fund Age
3 yrs 1 mo
5 yrs 9 mo
AUM
₹77.6 Cr
₹670.5 Cr
Alpha – 1 Year
16.70%
17.98%
Alpha – 3 Years
2.47%
6.04%
Information Ratio – 3 Years
0.32
0.67
Volatility – 1 Year
21.73%
26.20%
Volatility – 3 Years
20.33%
22.70%
Beta – 1 Year
1.06
1.32
Beta – 3 Years
1.05
1.09
Sharpe Ratio – 1 Year
0.76
0.70
Sharpe Ratio – 3 Years
0.52
0.71
Worst Rolling Year
14.63%
15.94%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−24.36%
−31.21%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.67%
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
Top 5 Holdings
—
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%