Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
0.48%
6 Months
11.19%
0.17%
1 Year
4.47%
1.53%
3 Years
14.82%
6.30%
5 Years
12.64%
7.16%
Since Inception
13.38%
16.58%
Fund Age
19 yrs
6 yrs 6 mo
AUM
₹1,249 Cr
₹182.72 Cr
Alpha – 1 Year
4.82%
−3.19%
Alpha – 3 Years
5.82%
−5.79%
Information Ratio – 3 Years
0.87
-1.15
Volatility – 1 Year
21.24%
17.17%
Volatility – 3 Years
17.51%
15.94%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
0.05
-0.13
Sharpe Ratio – 3 Years
0.69
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%