Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Pace - Secure
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%
−0.11%
6 Months
27.08%
2.89%
1 Year
22.70%
7.86%
3 Years
18.13%
10.62%
5 Years
21.00%
10.19%
Since Inception
30.05%
9.46%
Fund Age
5 yrs 9 mo
5 yrs 7 mo
AUM
₹670.5 Cr
₹158.06 Cr
Alpha – 1 Year
17.98%
−1.70%
Alpha – 3 Years
6.04%
0.86%
Information Ratio – 3 Years
0.67
0.37
Volatility – 1 Year
26.20%
1.80%
Volatility – 3 Years
22.70%
3.43%
Beta – 1 Year
1.32
0.81
Beta – 3 Years
1.09
0.63
Sharpe Ratio – 1 Year
0.70
1.30
Sharpe Ratio – 3 Years
0.71
1.53
Worst Rolling Year
15.94%
8.14%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−31.21%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
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
—
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
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%