Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Tulsian - PMS
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%
2.21%
6 Months
27.08%
21.04%
1 Year
22.70%
21.34%
3 Years
18.13%
19.08%
5 Years
21.00%
23.67%
Since Inception
30.05%
—
Fund Age
5 yrs 9 mo
6 yrs 4 mo
AUM
₹670.5 Cr
₹364.08 Cr
Alpha – 1 Year
17.98%
21.69%
Alpha – 3 Years
6.04%
10.08%
Information Ratio – 3 Years
0.67
0.52
Volatility – 1 Year
26.20%
32.28%
Volatility – 3 Years
22.70%
28.08%
Beta – 1 Year
1.32
1.47
Beta – 3 Years
1.09
1.60
Sharpe Ratio – 1 Year
0.70
0.58
Sharpe Ratio – 3 Years
0.71
0.57
Worst Rolling Year
15.94%
15.61%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−31.21%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 90% · M 10%
Number of Stocks
26
—
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
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%