Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
0.48%
6 Months
−2.30%
0.17%
1 Year
1.68%
1.53%
3 Years
13.91%
6.30%
5 Years
—
7.16%
Since Inception
14.05%
16.58%
Fund Age
3 yrs 10 mo
6 yrs 6 mo
AUM
₹53.78 Cr
₹182.72 Cr
Alpha – 1 Year
−3.04%
−3.19%
Alpha – 3 Years
1.82%
−5.79%
Information Ratio – 3 Years
0.34
-1.15
Volatility – 1 Year
15.80%
17.17%
Volatility – 3 Years
15.64%
15.94%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.15
-0.13
Sharpe Ratio – 3 Years
0.71
0.13
Worst Rolling Year
15.78%
6.16%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−18.40%
−24.43%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
Top 5 Holdings
—
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%