Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
27.08%
6.77%
1 Year
22.70%
7.38%
3 Years
18.13%
9.03%
5 Years
21.00%
—
Since Inception
30.05%
10.29%
Fund Age
5 yrs 9 mo
4 yrs 2 mo
AUM
₹670.5 Cr
₹9.69 Cr
Alpha – 1 Year
17.98%
7.73%
Alpha – 3 Years
6.04%
0.04%
Information Ratio – 3 Years
0.67
0.09
Volatility – 1 Year
26.20%
17.08%
Volatility – 3 Years
22.70%
16.18%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.09
1.08
Sharpe Ratio – 1 Year
0.70
0.20
Sharpe Ratio – 3 Years
0.71
0.33
Worst Rolling Year
15.94%
7.39%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−31.21%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 41% · M 53%
Number of Stocks
26
22
Portfolio P/E
27.00
44.95
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –