Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Magadh - Future Stars
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%
3.10%
6 Months
27.08%
4.24%
1 Year
22.70%
17.00%
3 Years
18.13%
21.79%
5 Years
21.00%
20.77%
Since Inception
30.05%
20.65%
Fund Age
5 yrs 9 mo
5 yrs
AUM
₹670.5 Cr
₹88.27 Cr
Alpha – 1 Year
17.98%
12.28%
Alpha – 3 Years
6.04%
9.70%
Information Ratio – 3 Years
0.67
1.38
Volatility – 1 Year
26.20%
20.96%
Volatility – 3 Years
22.70%
18.52%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.09
1.04
Sharpe Ratio – 1 Year
0.70
0.60
Sharpe Ratio – 3 Years
0.71
1.04
Worst Rolling Year
15.94%
21.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.22 Cr
Deepest Drawdown
−31.21%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 19% · M 45% · S 35%
Number of Stocks
26
25
Portfolio P/E
27.00
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0.5% / 0% / 0%