Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
27.08%
10.94%
1 Year
22.70%
1.03%
3 Years
18.13%
11.45%
5 Years
21.00%
15.19%
Since Inception
30.05%
27.03%
Fund Age
5 yrs 9 mo
5 yrs 11 mo
AUM
₹670.5 Cr
₹298.71 Cr
Alpha – 1 Year
17.98%
−3.69%
Alpha – 3 Years
6.04%
−0.64%
Information Ratio – 3 Years
0.67
-0.04
Volatility – 1 Year
26.20%
27.68%
Volatility – 3 Years
22.70%
23.40%
Beta – 1 Year
1.32
1.45
Beta – 3 Years
1.09
1.22
Sharpe Ratio – 1 Year
0.70
-0.03
Sharpe Ratio – 3 Years
0.71
0.35
Worst Rolling Year
15.94%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.21%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 2% · M 2% · S 86%
Number of Stocks
26
36
Portfolio P/E
27.00
23.57
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%