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.

QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Arihant AMC Electrum Laureate Portfolio | Small Cap | Romil Jain | 23 November 2020 | 2Y 2M | 116 | BSE 400 MidSmall Cap | 38.90% | 24 | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 11.57% | -4.68% | 70.83% | 6.89% | 1.34 | 22.84% | 0.01 | 21.80% | 1.16 | 54.17 % |
Nifty 500 | 9.34% | -3.94% | 5.40% | 1.32 | 18.25% | 1.06 | 50.00 % | |||
Nifty Midcap 100 | 4.31% | -1.33% | 2.98% | 1.05 | 7.62% | 0.45 | 54.17 % | |||
Nifty Smallcap 100 | 15.32% | 3.25% | 18.57% | 0.94 | 16.08% | 1.09 | 62.50 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Ion Exchange India Ltd | 7.30 |
CRAFTSMAN AUTOMATION LIMITED | 6.83 |
La Opala RG Limited | 6.44 |
Jubilant Ingrevia Limited | 6.26 |
TTK HEALTHCARE LTD | 5.20 |
Top 5 Equity Holdings | 32.03 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 12.00 |
Mid Cap | 8.00 |
Small Cap | 80.00 |
Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.