Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
27.08%
19.55%
1 Year
22.70%
11.69%
3 Years
18.13%
15.46%
5 Years
21.00%
—
Since Inception
30.05%
23.05%
Fund Age
5 yrs 9 mo
3 yrs 4 mo
AUM
₹670.5 Cr
₹95.08 Cr
Alpha – 1 Year
17.98%
8.71%
Alpha – 3 Years
6.04%
3.58%
Information Ratio – 3 Years
0.67
0.52
Volatility – 1 Year
26.20%
27.25%
Volatility – 3 Years
22.70%
23.29%
Beta – 1 Year
1.32
1.44
Beta – 3 Years
1.09
1.22
Sharpe Ratio – 1 Year
0.70
0.33
Sharpe Ratio – 3 Years
0.71
0.66
Worst Rolling Year
15.94%
15.47%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−31.21%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
—
Number of Stocks
26
—
Portfolio P/E
27.00
—
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%