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Electrum - Laureate Portfolio
Electrum - Laureate Portfolio

Electrum - Laureate Portfolio

  • Electrum Portfolio Managers Private Limited
  • Small AND Mid Cap
  • 12
    Out of 35*
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Portfolio age4 years, 8 months
4.99%
3.68%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.16%)
Allocation by Market Cap
Small Cap (85.35%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
  • Capital Goods19.59%
  • Automobile and Auto Components14.26%
  • Financial Services10.13%
  • Chemicals8.55%
  • Consumer Services7.47%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Romil Jain
  • Manager Rank12 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr13.23%
Profile

Other Schemes
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Electrum - Laureate Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 54
Fixed Fee
2.00%
Scheme Return
4.99%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2025)
Inception Date
Nov 23, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Our scheme focus is on compounding returns over medium to long term by investing in small and midcap companies. Our strategy is designed to look for value mispricing opportunities in high quality businesses managed by a strong and agile management team with a good corporate governance track record.

Investment Approach

Our strategy is focussed on compounding returns over medium to long term by investing largely in small and midcap companies. Our Strategy is designed to look for value mispricing and growth opportunities in high quality business franchise managed by a strong and agile management team with good corporate governance record.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Electrum - Laureate Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 54
Fixed Fee
2.00%
Scheme Return
4.99%
Benchmark Return
3.68%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 54
Fixed Fee
2.50%
Scheme Return
9.45%
Benchmark Return
3.37%
QED Capital - Alphabets
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 54
Fixed Fee
1.00%
Scheme Return
6.1%
Benchmark Return
3.68%
Sowilo - Target Return Investment Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 54
Fixed Fee
2.50%
Scheme Return
5.99%
Benchmark Return
3.68%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹463.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 54
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
3.68%
Kosh Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 54
Fixed Fee
No Option
Scheme Return
5.86%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Electrum Portfolio Managers Private Limited
Electrum Portfolio Managers Private Limited manages assets worth Rs 794.15 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

794.15 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Electrum - Laureate Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
15 Out of 54
Fixed Fee
2.00%
Scheme Return
4.99%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Electrum - Laureate Portfolio?
The hurdle rate of Electrum - Laureate Portfolio is 10.00%.
What is the fixed fee charged in Electrum - Laureate Portfolio ?
The fixed fee charged in Electrum - Laureate Portfolio is 2.00%.
What is the variable fee charged in Electrum - Laureate Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Electrum - Laureate Portfolio ?
The profit sharing in Electrum - Laureate Portfolio is 20% Profit Sharing over 10% Hurdle.
What is the minimum investment in Electrum - Laureate Portfolio ?
The minimum investment in Electrum - Laureate Portfolio is ₹50 Lacs
What type of scheme is Electrum - Laureate Portfolio?
Electrum - Laureate Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Electrum - Laureate Portfolio?
The inception date of Electrum - Laureate Portfolio is Nov 23, 2020.
What is the exit load of Electrum - Laureate Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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