Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
0.48%
6 Months
27.08%
0.17%
1 Year
22.70%
1.53%
3 Years
18.13%
6.30%
5 Years
21.00%
7.16%
Since Inception
30.05%
16.58%
Fund Age
5 yrs 9 mo
6 yrs 6 mo
AUM
₹670.5 Cr
₹182.72 Cr
Alpha – 1 Year
17.98%
−3.19%
Alpha – 3 Years
6.04%
−5.79%
Information Ratio – 3 Years
0.67
-1.15
Volatility – 1 Year
26.20%
17.17%
Volatility – 3 Years
22.70%
15.94%
Beta – 1 Year
1.32
0.97
Beta – 3 Years
1.09
0.99
Sharpe Ratio – 1 Year
0.70
-0.13
Sharpe Ratio – 3 Years
0.71
0.13
Worst Rolling Year
15.94%
6.16%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−31.21%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
—
Number of Stocks
26
60
Portfolio P/E
27.00
19.43
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%