Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
HDFC - All Cap Portfolio - DPMS
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
2.93%
−1.12%
6 Months
27.08%
−0.35%
1 Year
22.70%
−1.07%
3 Years
18.13%
9.62%
5 Years
21.00%
—
Since Inception
30.05%
13.16%
Fund Age
5 yrs 9 mo
4 yrs 2 mo
AUM
₹670.5 Cr
₹52.82 Cr
Alpha – 1 Year
17.98%
−5.79%
Alpha – 3 Years
6.04%
−2.47%
Information Ratio – 3 Years
0.67
-0.56
Volatility – 1 Year
26.20%
17.26%
Volatility – 3 Years
22.70%
15.97%
Beta – 1 Year
1.32
0.98
Beta – 3 Years
1.09
0.98
Sharpe Ratio – 1 Year
0.70
-0.29
Sharpe Ratio – 3 Years
0.71
0.28
Worst Rolling Year
15.94%
9.59%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−31.21%
−18.05%
Recovery Period
Not yet recovered
131 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
15.96%
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
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%