Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
Electrum - Laureate Portfolio
Electrum - Laureate Portfolio

Electrum - Laureate Portfolio

  • Electrum Portfolio Managers Private Limited
  • Small AND Mid Cap
  • 5
    Out of 30*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age5 years, 4 months
1.01%
0.45%
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 28/02/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.3%)
Allocation by Market Cap
Small Cap (87.39%)
Mid Cap (4.29%)
Large Cap (0%)
Sector Holdings
  • Capital Goods30.37%
  • Automobile and Auto Components12.41%
  • Financial Services9.56%
  • Consumer Services8.29%
  • Utilities7.64%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Romil Jain
  • Manager Rank15 Out of 39
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr7.56%
Profile

Other Schemes
  • 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
27 Out of 58
Fixed Fee
2.00%
Scheme Return
1.01%
Benchmark Return
0.45%
*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 Feb, 2026)
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Pradeep Gupta: Powereka is '42 years old company' with diesel gensets and renewable power verticals18:33Powerica IPO Deep Dive | Live With Management | Subscribe Or Skip?
Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions7:11Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions
MEA Randhir Jaiswal Briefs on PM Modi–Trump Talks, Pushes De-escalation in West Asia2:26MEA Randhir Jaiswal Briefs On PM Modi–Trump Talks, Pushes De-Escalation In West Asia
"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock4:32"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock
Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly2:03Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly
Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice4:03Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice
PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts3:40PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts
Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More4:13Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More
ATF Prices Double In A Month, Airfares Set To Surge From April 13:04ATF Prices Double In A Month, Airfares Set To Surge From April 1
War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE31:00War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Electrum - Laureate Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
27 Out of 58
Fixed Fee
2.00%
Scheme Return
1.01%
Benchmark Return
0.45%
Emerging Leaders
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 58
Fixed Fee
2.50%
Scheme Return
4.83%
Benchmark Return
-0.51%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹71.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 58
Fixed Fee
2.50%
Scheme Return
4.79%
Benchmark Return
0.45%
India Ascent Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 58
Fixed Fee
1.50%
Scheme Return
3.74%
Benchmark Return
0.45%
Accuracap - Picopower
AUM (₹ Cr)
₹403.50 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 58
Fixed Fee
2.50%
Scheme Return
3.49%
Benchmark Return
0.45%
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 58
Fixed Fee
3%
Scheme Return
3.02%
Benchmark Return
0.45%
*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 627.85 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

627.85 (As on Feb, 2026)

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
27 Out of 58
Fixed Fee
2.00%
Scheme Return
1.01%
Benchmark Return
0.45%
*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.

bt_logoTop Stories