Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Motilal Oswal - Ethical
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%
1.53%
6 Months
27.08%
18.13%
1 Year
22.70%
13.15%
3 Years
18.13%
14.12%
5 Years
21.00%
11.96%
Since Inception
30.05%
13.25%
Fund Age
5 yrs 9 mo
5 yrs 1 mo
AUM
₹670.5 Cr
₹77.09 Cr
Alpha – 1 Year
17.98%
10.17%
Alpha – 3 Years
6.04%
2.24%
Information Ratio – 3 Years
0.67
0.36
Volatility – 1 Year
26.20%
23.76%
Volatility – 3 Years
22.70%
19.81%
Beta – 1 Year
1.32
1.23
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.70
0.40
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
15.94%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−31.21%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 28% · M 28% · S 44%
Number of Stocks
26
20
Portfolio P/E
27.00
52.66
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%