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Electrum - Laureate Portfolio
Electrum - Laureate Portfolio

Electrum - Laureate Portfolio

  • Electrum Portfolio Managers Private Limited
  • Small AND Mid Cap
  • 5
    Out of 33*
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Portfolio age5 years, 8 months
0.56%
2.19%
Hurdle Rate**10.00%
Fixed fee2.50%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.18%)
Allocation by Market Cap
Small Cap (88.51%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
  • Capital Goods22.92%
  • Automobile and Auto Components12.68%
  • Financial Services9.82%
  • Consumer Services9.24%
  • Utilities7.23%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Romil Jain
  • Manager Rank11 Out of 44
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM670.5
  • Highest Return In 1 Yr14.41%
Profile

Other Schemes
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Electrum - Laureate Portfolio
AUM (₹ Cr)
₹670.50 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 62
Fixed Fee
2.50%
Scheme Return
0.56%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
670.50
(As on Jul, 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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
2.00%
Hurdle Rate
10.00%
Profit Sharing
15% Profit Sharing over 10% Hurdle
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INVESTMENT 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.

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PEER ANALYSIS

  • table
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Compare
Electrum - Laureate Portfolio
AUM (₹ Cr)
₹670.50 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
35 Out of 62
Fixed Fee
2.50%
Scheme Return
0.56%
Benchmark Return
2.19%
Avenue Fund
AUM (₹ Cr)
₹160.31 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 62
Fixed Fee
2.00%
Scheme Return
6.98%
Benchmark Return
2.19%
Asit C Mehta - ACE - Midcap
AUM (₹ Cr)
₹11.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 62
Fixed Fee
2.50%
Scheme Return
5.49%
Benchmark Return
2.19%
Narnolia - Mid and Small Cap
AUM (₹ Cr)
₹74.68 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 62
Fixed Fee
2.50%
Scheme Return
5.16%
Benchmark Return
2.19%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
₹3.73 Cr
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 62
Fixed Fee
2.00%
Scheme Return
4.56%
Benchmark Return
2.19%
Diversified Fund
AUM (₹ Cr)
₹607.62 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 62
Fixed Fee
2.00%
Scheme Return
4.44%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Electrum Portfolio Managers Private Limited
Electrum Portfolio Managers Private Limited manages assets worth Rs 760.90 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap scheme.

AUM (₹ cr)

760.90 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Electrum - Laureate Portfolio
AUM (₹ Cr)
₹670.50 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 62
Fixed Fee
2.50%
Scheme Return
0.56%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 2.50%.
What is the variable fee charged in Electrum - Laureate Portfolio ?
The variable fee charged in Electrum - Laureate Portfolio is 2.00%.
What is the profit sharing in Electrum - Laureate Portfolio ?
The profit sharing in Electrum - Laureate Portfolio is 15% 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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