Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
27.08%
11.49%
1 Year
22.70%
3.89%
3 Years
18.13%
8.19%
5 Years
21.00%
11.02%
Since Inception
30.05%
10.97%
Fund Age
5 yrs 9 mo
13 yrs 8 mo
AUM
₹670.5 Cr
₹360.51 Cr
Alpha – 1 Year
17.98%
0.91%
Alpha – 3 Years
6.04%
−3.69%
Information Ratio – 3 Years
0.67
-0.18
Volatility – 1 Year
26.20%
23.04%
Volatility – 3 Years
22.70%
19.34%
Beta – 1 Year
1.32
1.26
Beta – 3 Years
1.09
1.17
Sharpe Ratio – 1 Year
0.70
0.04
Sharpe Ratio – 3 Years
0.71
0.30
Worst Rolling Year
15.94%
-8.10%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−31.21%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
25.64%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 38% · M 28% · S 33%
Number of Stocks
26
29
Portfolio P/E
27.00
37.17
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%