Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Electrum - Laureate Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
27.08%
−1.13%
1 Year
22.70%
6.59%
3 Years
18.13%
20.44%
5 Years
21.00%
16.17%
Since Inception
30.05%
13.07%
Fund Age
5 yrs 9 mo
15 yrs 3 mo
AUM
₹670.5 Cr
—
Alpha – 1 Year
17.98%
6.87%
Alpha – 3 Years
6.04%
9.23%
Information Ratio – 3 Years
0.67
1.61
Volatility – 1 Year
26.20%
20.58%
Volatility – 3 Years
22.70%
16.59%
Beta – 1 Year
1.32
1.21
Beta – 3 Years
1.09
1.13
Sharpe Ratio – 1 Year
0.70
0.15
Sharpe Ratio – 3 Years
0.71
0.90
Worst Rolling Year
15.94%
13.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−31.21%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 73% · M 20% · S 7%
Number of Stocks
26
23
Portfolio P/E
27.00
35.58
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 1% / 0.5%