Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Phillip Capital - Signature India 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%
3.08%
6 Months
27.08%
14.24%
1 Year
22.70%
9.21%
3 Years
18.13%
8.31%
5 Years
21.00%
7.74%
Since Inception
30.05%
11.80%
Fund Age
5 yrs 9 mo
10 yrs 3 mo
AUM
₹670.5 Cr
₹251.07 Cr
Alpha – 1 Year
17.98%
4.51%
Alpha – 3 Years
6.04%
−2.91%
Information Ratio – 3 Years
0.67
-0.50
Volatility – 1 Year
26.20%
21.09%
Volatility – 3 Years
22.70%
15.86%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.09
0.93
Sharpe Ratio – 1 Year
0.70
0.27
Sharpe Ratio – 3 Years
0.71
0.26
Worst Rolling Year
15.94%
-3.45%
Value at Worst Rolling Year
₹1.16 Cr
₹0.97 Cr
Deepest Drawdown
−31.21%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
25.64%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 30% · M 32% · S 34%
Number of Stocks
26
28
Portfolio P/E
27.00
55.43
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%