Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Karma - Wealth Builder
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%
4.30%
6 Months
27.08%
9.50%
1 Year
22.70%
10.30%
3 Years
18.13%
13.40%
5 Years
21.00%
13.85%
Since Inception
30.05%
12.90%
Fund Age
5 yrs 9 mo
19 yrs 8 mo
AUM
₹670.5 Cr
₹295.65 Cr
Alpha – 1 Year
17.98%
5.60%
Alpha – 3 Years
6.04%
1.30%
Information Ratio – 3 Years
0.67
0.46
Volatility – 1 Year
26.20%
20.18%
Volatility – 3 Years
22.70%
17.30%
Beta – 1 Year
1.32
1.09
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.70
0.32
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
15.94%
-20.52%
Value at Worst Rolling Year
₹1.16 Cr
₹0.79 Cr
Deepest Drawdown
−31.21%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
25.64%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
S 95%
L 21% · M 15% · S 62%
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
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –