Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
0.48%
6 Months
3.75%
0.17%
1 Year
−5.76%
1.53%
3 Years
3.98%
6.30%
5 Years
6.05%
7.16%
Since Inception
9.94%
16.58%
Fund Age
7 yrs 9 mo
6 yrs 6 mo
AUM
₹45.09 Cr
₹182.72 Cr
Alpha – 1 Year
−8.74%
−3.19%
Alpha – 3 Years
−7.91%
−5.79%
Information Ratio – 3 Years
-1.11
-1.15
Volatility – 1 Year
21.69%
17.17%
Volatility – 3 Years
18.00%
15.94%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
-0.42
-0.13
Sharpe Ratio – 3 Years
0.01
0.13
Worst Rolling Year
3.08%
6.16%
Value at Worst Rolling Year
₹1.03 Cr
₹1.06 Cr
Deepest Drawdown
−29.01%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
—
Number of Stocks
43
60
Portfolio P/E
—
19.43
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%