Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Karma Capital Lotus
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%
2.20%
6 Months
27.08%
9.70%
1 Year
22.70%
10.00%
3 Years
18.13%
17.10%
5 Years
21.00%
—
Since Inception
30.05%
23.10%
Fund Age
5 yrs 9 mo
3 yrs 6 mo
AUM
₹670.5 Cr
₹24.16 Cr
Alpha – 1 Year
17.98%
5.30%
Alpha – 3 Years
6.04%
5.00%
Information Ratio – 3 Years
0.67
0.96
Volatility – 1 Year
26.20%
16.88%
Volatility – 3 Years
22.70%
15.62%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.09
0.93
Sharpe Ratio – 1 Year
0.70
0.34
Sharpe Ratio – 3 Years
0.71
0.81
Worst Rolling Year
15.94%
16.97%
Value at Worst Rolling Year
₹1.16 Cr
₹1.17 Cr
Deepest Drawdown
−31.21%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 16% · M 17% · S 63%
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
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –