Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
MASK Prime Picks
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%
1.74%
6 Months
27.08%
3.03%
1 Year
22.70%
3.99%
3 Years
18.13%
8.85%
5 Years
21.00%
8.35%
Since Inception
30.05%
10.50%
Fund Age
5 yrs 9 mo
8 yrs 2 mo
AUM
₹670.5 Cr
₹274.26 Cr
Alpha – 1 Year
17.98%
−0.73%
Alpha – 3 Years
6.04%
−3.23%
Information Ratio – 3 Years
0.67
-0.72
Volatility – 1 Year
26.20%
15.72%
Volatility – 3 Years
22.70%
15.15%
Beta – 1 Year
1.32
0.89
Beta – 3 Years
1.09
0.94
Sharpe Ratio – 1 Year
0.70
-0.08
Sharpe Ratio – 3 Years
0.71
0.27
Worst Rolling Year
15.94%
7.13%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−31.21%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 48% · M 27% · S 18%
Number of Stocks
26
40
Portfolio P/E
27.00
30.14
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%