Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.93%
6.38%
6 Months
27.08%
30.29%
1 Year
22.70%
21.45%
3 Years
18.13%
18.94%
5 Years
21.00%
—
Since Inception
30.05%
23.25%
Fund Age
5 yrs 9 mo
3 yrs 1 mo
AUM
₹670.5 Cr
₹185.04 Cr
Alpha – 1 Year
17.98%
16.73%
Alpha – 3 Years
6.04%
6.85%
Information Ratio – 3 Years
0.67
0.59
Volatility – 1 Year
26.20%
29.11%
Volatility – 3 Years
22.70%
25.42%
Beta – 1 Year
1.32
1.26
Beta – 3 Years
1.09
1.13
Sharpe Ratio – 1 Year
0.70
0.62
Sharpe Ratio – 3 Years
0.71
0.60
Worst Rolling Year
15.94%
18.95%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−31.21%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
—
Number of Stocks
26
40
Portfolio P/E
27.00
39.98
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%