Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
MOAT - Moderate Compounders
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%
2.75%
6 Months
27.08%
8.17%
1 Year
22.70%
3.28%
3 Years
18.13%
8.41%
5 Years
21.00%
12.53%
Since Inception
30.05%
11.01%
Fund Age
5 yrs 9 mo
12 yrs 9 mo
AUM
₹670.5 Cr
₹16.57 Cr
Alpha – 1 Year
17.98%
−1.44%
Alpha – 3 Years
6.04%
−3.68%
Information Ratio – 3 Years
0.67
-0.32
Volatility – 1 Year
26.20%
20.74%
Volatility – 3 Years
22.70%
17.91%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.09
1.09
Sharpe Ratio – 1 Year
0.70
0.00
Sharpe Ratio – 3 Years
0.71
0.32
Worst Rolling Year
15.94%
-16.89%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−31.21%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
25.64%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
S 95%
—
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
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%