Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
0.50%
6 Months
27.08%
2.02%
1 Year
22.70%
0.60%
3 Years
18.13%
8.21%
5 Years
21.00%
5.75%
Since Inception
30.05%
9.73%
Fund Age
5 yrs 9 mo
6 yrs
AUM
₹670.5 Cr
₹128.19 Cr
Alpha – 1 Year
17.98%
1.03%
Alpha – 3 Years
6.04%
−0.36%
Information Ratio – 3 Years
0.67
0.12
Volatility – 1 Year
26.20%
19.24%
Volatility – 3 Years
22.70%
14.76%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.09
0.95
Sharpe Ratio – 1 Year
0.70
-0.16
Sharpe Ratio – 3 Years
0.71
0.24
Worst Rolling Year
15.94%
0.20%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−31.21%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
25.64%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 47% · M 42% · S 11%
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
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%