Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
27.08%
15.63%
1 Year
22.70%
0.27%
3 Years
18.13%
12.69%
5 Years
21.00%
8.81%
Since Inception
30.05%
15.48%
Fund Age
5 yrs 9 mo
18 yrs 10 mo
AUM
₹670.5 Cr
₹406.27 Cr
Alpha – 1 Year
17.98%
−4.45%
Alpha – 3 Years
6.04%
0.61%
Information Ratio – 3 Years
0.67
0.21
Volatility – 1 Year
26.20%
22.89%
Volatility – 3 Years
22.70%
19.09%
Beta – 1 Year
1.32
1.13
Beta – 3 Years
1.09
1.05
Sharpe Ratio – 1 Year
0.70
-0.11
Sharpe Ratio – 3 Years
0.71
0.45
Worst Rolling Year
15.94%
-10.83%
Value at Worst Rolling Year
₹1.16 Cr
₹0.89 Cr
Deepest Drawdown
−31.21%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
25.64%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 28% · M 26% · S 45%
Number of Stocks
26
29
Portfolio P/E
27.00
38.78
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%