Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
ORO - All Weather Portfolio
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%
−0.19%
6 Months
27.08%
−0.42%
1 Year
22.70%
−4.58%
3 Years
18.13%
16.32%
5 Years
21.00%
13.17%
Since Inception
30.05%
13.94%
Fund Age
5 yrs 9 mo
6 yrs 6 mo
AUM
₹670.5 Cr
₹13.16 Cr
Alpha – 1 Year
17.98%
−7.56%
Alpha – 3 Years
6.04%
4.42%
Information Ratio – 3 Years
0.67
0.49
Volatility – 1 Year
26.20%
16.90%
Volatility – 3 Years
22.70%
17.54%
Beta – 1 Year
1.32
0.86
Beta – 3 Years
1.09
0.99
Sharpe Ratio – 1 Year
0.70
-0.52
Sharpe Ratio – 3 Years
0.71
0.69
Worst Rolling Year
15.94%
3.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−31.21%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 66% · M 23%
Number of Stocks
26
20
Portfolio P/E
27.00
20.74
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%