Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
27.08%
10.98%
1 Year
22.70%
10.72%
3 Years
18.13%
15.83%
5 Years
21.00%
13.58%
Since Inception
30.05%
14.48%
Fund Age
5 yrs 9 mo
21 yrs 11 mo
AUM
₹670.5 Cr
₹8.51 Cr
Alpha – 1 Year
17.98%
6.00%
Alpha – 3 Years
6.04%
3.74%
Information Ratio – 3 Years
0.67
0.71
Volatility – 1 Year
26.20%
16.38%
Volatility – 3 Years
22.70%
14.45%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.09
0.89
Sharpe Ratio – 1 Year
0.70
0.33
Sharpe Ratio – 3 Years
0.71
0.72
Worst Rolling Year
15.94%
-12.28%
Value at Worst Rolling Year
₹1.16 Cr
₹0.88 Cr
Deepest Drawdown
−31.21%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
25.64%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
S 95%
L 23% · M 15% · S 43%
Number of Stocks
26
30
Portfolio P/E
27.00
39.84
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%