Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.93%
10.15%
6 Months
27.08%
31.39%
1 Year
22.70%
26.01%
3 Years
18.13%
19.28%
5 Years
21.00%
23.67%
Since Inception
30.05%
28.23%
Fund Age
5 yrs 9 mo
5 yrs 4 mo
AUM
₹670.5 Cr
₹483.07 Cr
Alpha – 1 Year
17.98%
21.29%
Alpha – 3 Years
6.04%
7.19%
Information Ratio – 3 Years
0.67
0.38
Volatility – 1 Year
26.20%
27.77%
Volatility – 3 Years
22.70%
26.19%
Beta – 1 Year
1.32
1.29
Beta – 3 Years
1.09
1.20
Sharpe Ratio – 1 Year
0.70
0.78
Sharpe Ratio – 3 Years
0.71
0.61
Worst Rolling Year
15.94%
19.29%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−31.21%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 12% · M 6% · S 81%
Number of Stocks
26
63
Portfolio P/E
27.00
62.66
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
—
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%