Arihant AMC’s Electrum Laureate Portfolio scheme is focussed on compounding returns over medium to long term by investing in small and midcap companies. Electrum Laureate Portfolio Strategy is designed to look for value mispricing opportunities in high quality business franchise managed by a strong and agile management team with good corporate governance record. The aim is to provide stable risk adjusted returns over long period of time. They swear by famous rule of legendary investor Warren Buffett – Rule no 1- Don’t lose capital and Rule no 2 -Don’t forget rule no 1.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 2.89% | 0.73 | 18.12% | 69.39% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Electrum Laureate Portfolio | 4.50% | 7.16% | 39.95% | 45.58% | 45.30% | 36.08% | 44.48% | ||
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 20.02% | 16.85% | 22.23% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Electrum Laureate Portfolio | Small Cap | Romil Jain | 23 November 2020 | 4Y 0M | 511 | BSE 500 TRI | 44.48% | 23 | 6 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.65% | 14.43% | 69.39% | 23.08% | 0.50 | 18.12% | 2.55 | 23.50% | 1.32 | 55.10 % |
| Nifty 500 | 0.41% | 14.49% | 14.90% | 0.57 | 19.46% | 1.19 | 57.14 % | |||
| Nifty Midcap 100 | -10.36% | 15.97% | 5.61% | 0.54 | 8.65% | 0.56 | 55.10 % | |||
| Nifty Smallcap 100 | -15.19% | 18.08% | 2.89% | 0.73 | 9.61% | 0.72 | 55.10 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| XPRO INDIA LIMITED | 8.68 |
| ORCHID PHARMA LIMITED | 7.62 |
| WOCKHARDT LIMITED | 5.35 |
| VA TECH WABAG LIMITED | 5.33 |
| JUBILANT INGREVIA LIMITED | 4.93 |
| ARVIND LIMITED | 4.87 |
Sector Allocation
| Holding | % |
|---|---|
| Capital goods | 22.48 |
| Auto & Auto Ancillaries | 16.42 |
| Pharma | 12.97 |
| Specialty Chemicals | 12.67 |
| Water Infrastructure | 9.79 |
| Textile | 9.62 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0 |
| Mid Cap | 0 |
| Small Cap | 98.10 |
| Cash | 1.66 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
