Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
4.15%
6 Months
27.08%
18.21%
1 Year
22.70%
19.11%
3 Years
18.13%
23.58%
5 Years
21.00%
18.40%
Since Inception
30.05%
13.93%
Fund Age
5 yrs 9 mo
11 yrs 4 mo
AUM
₹670.5 Cr
₹13.37 Cr
Alpha – 1 Year
17.98%
16.13%
Alpha – 3 Years
6.04%
11.69%
Information Ratio – 3 Years
0.67
1.24
Volatility – 1 Year
26.20%
18.18%
Volatility – 3 Years
22.70%
17.99%
Beta – 1 Year
1.32
0.94
Beta – 3 Years
1.09
1.01
Sharpe Ratio – 1 Year
0.70
0.75
Sharpe Ratio – 3 Years
0.71
0.97
Worst Rolling Year
15.94%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.21%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 27% · M 15% · S 55%
Number of Stocks
26
32
Portfolio P/E
27.00
41.94
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%