Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
27.08%
2.42%
1 Year
22.70%
1.29%
3 Years
18.13%
—
5 Years
21.00%
—
Since Inception
30.05%
23.68%
Fund Age
5 yrs 9 mo
4 mo
AUM
₹670.5 Cr
₹2.91 Cr
Alpha – 1 Year
17.98%
0.33%
Alpha – 3 Years
6.04%
—
Information Ratio – 3 Years
0.67
—
Volatility – 1 Year
26.20%
—
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.32
—
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.70
—
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.94%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.21%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
M 5% · S 92%
Number of Stocks
26
29
Portfolio P/E
27.00
67.46
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%