Electrum - Laureate Portfolio

EQUITY MID & SMALL CAP

Focuses on compounding returns over medium to long term by investing in small and midcap companies.

+22.65%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

23 Nov '20

Total AUM

₹529.33Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.5%

Cash2.5%

Equity market cap split

Small Cap93.0%

Mid Cap3.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

RJ
Romil Jain
Fund Manager
View details

About

Romil has an experience of more than 10 years in Fund management and Equity research with leading organisations like Quantum Advisors, JM Financial PMS and Systematix PMS. At Quantum, he was part of the research team, Quantum manages money for offshore clients like foundations, pension funds and endowments. In his recent role he has worked at Systematix PMS covering diverse sectors as well as helping the CIO on portfolio management. Romil is a CFA (USA), Chartered Accountant and a Commerce Graduate HR College of Commerce, Mumbai.

Experience

More than 10 years in the financial industry.

Investment philosophy

Fund management and equity research across diverse sectors.

Previously worked at