Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
27.08%
31.10%
1 Year
22.70%
52.47%
3 Years
18.13%
17.74%
5 Years
21.00%
16.38%
Since Inception
30.05%
15.58%
Fund Age
5 yrs 9 mo
16 yrs 9 mo
AUM
₹670.5 Cr
₹132.42 Cr
Alpha – 1 Year
17.98%
47.75%
Alpha – 3 Years
6.04%
5.65%
Information Ratio – 3 Years
0.67
0.46
Volatility – 1 Year
26.20%
26.74%
Volatility – 3 Years
22.70%
21.32%
Beta – 1 Year
1.32
1.30
Beta – 3 Years
1.09
0.97
Sharpe Ratio – 1 Year
0.70
1.52
Sharpe Ratio – 3 Years
0.71
0.68
Worst Rolling Year
15.94%
-15.93%
Value at Worst Rolling Year
₹1.16 Cr
₹0.84 Cr
Deepest Drawdown
−31.21%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
25.64%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
S 95%
M 9% · S 83%
Number of Stocks
26
26
Portfolio P/E
27.00
31.63
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%