Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
0.97%
6 Months
27.08%
6.33%
1 Year
22.70%
−0.99%
3 Years
18.13%
6.26%
5 Years
21.00%
6.47%
Since Inception
30.05%
5.18%
Fund Age
5 yrs 9 mo
19 yrs 5 mo
AUM
₹670.5 Cr
₹95.89 Cr
Alpha – 1 Year
17.98%
2.51%
Alpha – 3 Years
6.04%
−2.73%
Information Ratio – 3 Years
0.67
-0.10
Volatility – 1 Year
26.20%
20.93%
Volatility – 3 Years
22.70%
17.77%
Beta – 1 Year
1.32
1.14
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.70
-0.20
Sharpe Ratio – 3 Years
0.71
0.23
Worst Rolling Year
15.94%
-21.50%
Value at Worst Rolling Year
₹1.16 Cr
₹0.79 Cr
Deepest Drawdown
−31.21%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
25.64%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
S 95%
L 77% · M 12% · S 11%
Number of Stocks
26
57
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
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%