Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
27.08%
10.94%
1 Year
22.70%
14.16%
3 Years
18.13%
7.74%
5 Years
21.00%
3.22%
Since Inception
30.05%
10.15%
Fund Age
5 yrs 9 mo
7 yrs 2 mo
AUM
₹670.5 Cr
₹34.95 Cr
Alpha – 1 Year
17.98%
14.51%
Alpha – 3 Years
6.04%
−1.26%
Information Ratio – 3 Years
0.67
-0.10
Volatility – 1 Year
26.20%
25.75%
Volatility – 3 Years
22.70%
17.58%
Beta – 1 Year
1.32
1.43
Beta – 3 Years
1.09
1.06
Sharpe Ratio – 1 Year
0.70
0.43
Sharpe Ratio – 3 Years
0.71
0.21
Worst Rolling Year
15.94%
-2.37%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−31.21%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
25.64%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 41% · M 32% · S 26%
Number of Stocks
26
19
Portfolio P/E
27.00
40.21
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%