Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
ICICI Prudential - Contra 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
2.93%
0.77%
6 Months
27.08%
0.72%
1 Year
22.70%
7.26%
3 Years
18.13%
15.71%
5 Years
21.00%
16.27%
Since Inception
30.05%
18.01%
Fund Age
5 yrs 9 mo
7 yrs 11 mo
AUM
₹670.5 Cr
₹14,208.27 Cr
Alpha – 1 Year
17.98%
2.54%
Alpha – 3 Years
6.04%
3.62%
Information Ratio – 3 Years
0.67
0.79
Volatility – 1 Year
26.20%
16.69%
Volatility – 3 Years
22.70%
15.09%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.09
0.95
Sharpe Ratio – 1 Year
0.70
0.18
Sharpe Ratio – 3 Years
0.71
0.70
Worst Rolling Year
15.94%
12.54%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−31.21%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 68% · M 7% · S 24%
Number of Stocks
26
42
Portfolio P/E
27.00
25.76
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%