Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
1.47%
6 Months
27.08%
5.42%
1 Year
22.70%
9.64%
3 Years
18.13%
10.36%
5 Years
21.00%
7.75%
Since Inception
30.05%
11.08%
Fund Age
5 yrs 9 mo
9 yrs 11 mo
AUM
₹670.5 Cr
₹66.05 Cr
Alpha – 1 Year
17.98%
9.99%
Alpha – 3 Years
6.04%
1.36%
Information Ratio – 3 Years
0.67
0.51
Volatility – 1 Year
26.20%
17.05%
Volatility – 3 Years
22.70%
14.23%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.70
0.31
Sharpe Ratio – 3 Years
0.71
0.40
Worst Rolling Year
15.94%
0.57%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−31.21%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
25.64%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 84% · M 12%
Number of Stocks
26
23
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
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—