Electrum Laureate Portfolio


Key Portfolio Attributes

Inception Date: April 12, 2019

Number of Stocks: 24

Portfolio Manager’s Name: Mr. Romil Jain

Portfolio Manager’s Qualification: CA & CFA

Portfolio Manager’s Experience: 12+ years

Investment Objective

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.

Investment Philosophy

The Core of Arihant AMC’s Electrum Laureate Portfolio philosophy lies in investing in businesses with long term moats, strong management with good corporate governance and disciplined financial management. They believe that management is the one who makes or breaks a business and they put lot of focus on understanding people running the business. They are biased towards value philosophy in selecting businesses and are always on the lookout for growth at reasonable price. Arihant AMC’s aim is to generate wealth over long term by investing in smaller companies that have the capability to reach greater heights.

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 11.20%5.40%17.50%61.10%29.20%36.80%--41.50%
BSE 500 TRI3.40%6.10%25.00%38.60%20.20%20.50%--23.40%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
XPRO INDIA LTD 7.55
Va Tech Wabag Limited 6.49
Pricol Limited 5.90
Thejo Engineering Limited 5.68
MULTI COMMODITY EXCHANGE OF INDIA LTD. 5.58
VST TILLERS TRACTORS LIMITED 5.26

Sector Allocation


Holding %
Auto & Auto Ancillaries 18.07
Specialty Chemicals 17.57
Capital goods 12.47
Consumer Durables 10.84
Exchange 6.26
Recycling 6.01

Market Cap Allocation


Allocations %
Large Cap 0.00
Mid Cap 0
Small Cap 97.90
Cash 2.00

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 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 Mar 24.


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