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FIRST--Aggressive strategy vs First Global - Indian Multi Asset Allocation

FIRST--Aggressive strategy

First Global - Indian Multi Asset Allocation

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Growth of ₹1 Crore

FIRST--Aggressive strategy

First Global - Indian Multi Asset Allocation

Return for the risk

3 yrs return

10%

15%

First Global - Indian Multi Asset Allocation

8.9% • vol 12.1%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.88%

1.49%

6 Months

4.66%

−0.27%

1 Year

9.49%

7.71%

3 Years

—

8.88%

5 Years

—

8.76%

Since Inception

10.59%

13.52%

Fund Age

2 yrs 4 mo

6 yrs 6 mo

AUM

₹70.89 Cr

₹23.87 Cr

Alpha – 1 Year

4.29%

0.17%

Alpha – 3 Years

—

−2.38%

Information Ratio – 3 Years

—

-0.16

Volatility – 1 Year

0.86%

13.29%

Volatility – 3 Years

—

12.09%

Beta – 1 Year

0.22

1.31

Beta – 3 Years

—

1.39

Sharpe Ratio – 1 Year

4.61

0.23

Sharpe Ratio – 3 Years

—

0.33

Worst Rolling Year

—

8.03%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

−16.96%

Recovery Period

—

334 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

14.50%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

19.43

Top 5 Holdings

—

Nippon India ETF Gold BeES · 6.41%

ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%

ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%

ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%

Nippon India ETF Nifty Bank BeES · 4.01%

Top Sectors

—

Fixed Fee

1.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Variable Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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