Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
27.08%
9.42%
1 Year
22.70%
28.25%
3 Years
18.13%
18.47%
5 Years
21.00%
21.31%
Since Inception
30.05%
21.69%
Fund Age
5 yrs 9 mo
5 yrs
AUM
₹670.5 Cr
₹79.02 Cr
Alpha – 1 Year
17.98%
23.53%
Alpha – 3 Years
6.04%
6.38%
Information Ratio – 3 Years
0.67
0.27
Volatility – 1 Year
26.20%
18.12%
Volatility – 3 Years
22.70%
27.25%
Beta – 1 Year
1.32
0.87
Beta – 3 Years
1.09
0.86
Sharpe Ratio – 1 Year
0.70
1.18
Sharpe Ratio – 3 Years
0.71
0.56
Worst Rolling Year
15.94%
15.67%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−31.21%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.64%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 10% · M 9% · S 69%
Number of Stocks
26
34
Portfolio P/E
27.00
57.02
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%