Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
ASK-EOP
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
0.48%
6 Months
−2.22%
0.17%
1 Year
−4.46%
1.53%
3 Years
4.69%
6.30%
5 Years
4.88%
7.16%
Since Inception
9.48%
16.58%
Fund Age
8 yrs 11 mo
6 yrs 6 mo
AUM
₹242.51 Cr
₹182.72 Cr
Alpha – 1 Year
−7.44%
−3.19%
Alpha – 3 Years
−7.19%
−5.79%
Information Ratio – 3 Years
-1.12
-1.15
Volatility – 1 Year
16.89%
17.17%
Volatility – 3 Years
18.01%
15.94%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
-0.51
-0.13
Sharpe Ratio – 3 Years
0.04
0.13
Worst Rolling Year
2.18%
6.16%
Value at Worst Rolling Year
₹1.02 Cr
₹1.06 Cr
Deepest Drawdown
−24.10%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
60
Portfolio P/E
41.30
19.43
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%