PMS

Electrum Laureate Portfolio

Mid & Small Cap · Portfolio Management Services

Electrum Laureate Portfolio is a PMS (Portfolio Management Services) strategy, in the mid & small cap category. It is managed by Mr. Romil Jain. It has returned +22.70% over 1 year, +18.13% over 3 years, +21.00% over 5 years, as reported by the fund manager. It manages about ₹693 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+2.93%Benchmark -0.09%
3 months
+14.82%Benchmark +3.86%
6 months
+27.08%Benchmark +1.43%
1 year
+22.70%Benchmark +4.72%
2 years
+5.47%Benchmark -0.11%
3 years
+18.13%Benchmark +12.09%
5 years
+21.00%Benchmark +10.91%
Since inception
+30.05%Benchmark +15.88%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Romil Jain
Category: Mid & Small Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹693 Cr
Inception: 23 November 2020
Minimum investment: ₹50 lakh
Holding: %
Auto & Auto Ancillaries: 17.25
Pharma: 16.38
Specialty Chemicals: 11.89
Capital goods: 10.73
Textile: 10.55

Common questions

What are the returns of Electrum Laureate Portfolio?

Electrum Laureate Portfolio has returned +2.93% (1 month), +14.82% (3 months), +27.08% (6 months), +22.70% (1 year), +5.47% (2 years), +18.13% (3 years), +21.00% (5 years), +30.05% (Since inception). Periods over one year are annualised.

What is the minimum investment for Electrum Laureate Portfolio?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Electrum Laureate Portfolio?

The fund manager is Mr. Romil Jain.