Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
27.08%
4.45%
1 Year
22.70%
9.07%
3 Years
18.13%
17.41%
5 Years
21.00%
13.90%
Since Inception
30.05%
12.23%
Fund Age
5 yrs 9 mo
25 yrs 8 mo
AUM
₹670.5 Cr
₹1,659.64 Cr
Alpha – 1 Year
17.98%
4.35%
Alpha – 3 Years
6.04%
5.32%
Information Ratio – 3 Years
0.67
1.35
Volatility – 1 Year
26.20%
16.92%
Volatility – 3 Years
22.70%
15.61%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.09
0.99
Sharpe Ratio – 1 Year
0.70
0.28
Sharpe Ratio – 3 Years
0.71
0.78
Worst Rolling Year
15.94%
-11.28%
Value at Worst Rolling Year
₹1.16 Cr
₹0.89 Cr
Deepest Drawdown
−31.21%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
25.64%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
S 95%
L 58% · M 17% · S 24%
Number of Stocks
26
37
Portfolio P/E
27.00
28.58
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%