Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Marcellus - Rising Giants
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%
0.40%
6 Months
27.08%
4.60%
1 Year
22.70%
−5.85%
3 Years
18.13%
5.64%
5 Years
21.00%
—
Since Inception
30.05%
−0.46%
Fund Age
5 yrs 9 mo
4 yrs 7 mo
AUM
₹670.5 Cr
₹87.75 Cr
Alpha – 1 Year
17.98%
−8.83%
Alpha – 3 Years
6.04%
−6.25%
Information Ratio – 3 Years
0.67
-0.73
Volatility – 1 Year
26.20%
16.46%
Volatility – 3 Years
22.70%
15.18%
Beta – 1 Year
1.32
0.88
Beta – 3 Years
1.09
0.84
Sharpe Ratio – 1 Year
0.70
-0.62
Sharpe Ratio – 3 Years
0.71
0.08
Worst Rolling Year
15.94%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−31.21%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
25.64%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
M 4% · S 79%
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
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%