Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
27.08%
6.66%
1 Year
22.70%
7.95%
3 Years
18.13%
14.01%
5 Years
21.00%
12.40%
Since Inception
30.05%
16.07%
Fund Age
5 yrs 9 mo
12 yrs 5 mo
AUM
₹670.5 Cr
₹27.98 Cr
Alpha – 1 Year
17.98%
3.23%
Alpha – 3 Years
6.04%
1.92%
Information Ratio – 3 Years
0.67
0.55
Volatility – 1 Year
26.20%
16.42%
Volatility – 3 Years
22.70%
14.36%
Beta – 1 Year
1.32
0.92
Beta – 3 Years
1.09
0.91
Sharpe Ratio – 1 Year
0.70
0.15
Sharpe Ratio – 3 Years
0.71
0.63
Worst Rolling Year
15.94%
-4.39%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−31.21%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
25.64%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 25% · M 6% · S 37%
Number of Stocks
26
30
Portfolio P/E
27.00
29.90
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%