Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
27.08%
0.81%
1 Year
22.70%
7.79%
3 Years
18.13%
9.10%
5 Years
21.00%
—
Since Inception
30.05%
17.42%
Fund Age
5 yrs 9 mo
8 yrs 11 mo
AUM
₹670.5 Cr
₹342.11 Cr
Alpha – 1 Year
17.98%
3.07%
Alpha – 3 Years
6.04%
−2.99%
Information Ratio – 3 Years
0.67
0.29
Volatility – 1 Year
26.20%
17.73%
Volatility – 3 Years
22.70%
15.85%
Beta – 1 Year
1.32
1.00
Beta – 3 Years
1.09
0.98
Sharpe Ratio – 1 Year
0.70
0.21
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
15.94%
9.10%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−31.21%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 40% · M 35% · S 22%
Number of Stocks
26
23
Portfolio P/E
27.00
21.69
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%