Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
27.08%
8.08%
1 Year
22.70%
10.16%
3 Years
18.13%
15.60%
5 Years
21.00%
—
Since Inception
30.05%
19.84%
Fund Age
5 yrs 9 mo
6 yrs 11 mo
AUM
₹670.5 Cr
₹3.18 Cr
Alpha – 1 Year
17.98%
7.18%
Alpha – 3 Years
6.04%
3.72%
Information Ratio – 3 Years
0.67
0.60
Volatility – 1 Year
26.20%
19.93%
Volatility – 3 Years
22.70%
18.09%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.70
0.31
Sharpe Ratio – 3 Years
0.71
0.60
Worst Rolling Year
15.94%
14.68%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−31.21%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 31% · M 55% · S 12%
Number of Stocks
26
29
Portfolio P/E
27.00
38.53
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / –