Compare Schemes

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

FIRST--Conservative strategy

First Global - Indian Multi Asset Allocation

Add Scheme

Growth of ₹1 Crore

FIRST--Conservative 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

0.40%

1.49%

6 Months

3.69%

−0.27%

1 Year

7.91%

7.71%

3 Years

—

8.88%

5 Years

—

8.76%

Since Inception

8.72%

13.52%

Fund Age

2 yrs 2 mo

6 yrs 6 mo

AUM

₹14.07 Cr

₹23.87 Cr

Alpha – 1 Year

2.71%

0.17%

Alpha – 3 Years

—

−2.38%

Information Ratio – 3 Years

—

-0.16

Volatility – 1 Year

1.00%

13.29%

Volatility – 3 Years

—

12.09%

Beta – 1 Year

0.34

1.31

Beta – 3 Years

—

1.39

Sharpe Ratio – 1 Year

2.29

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

0.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Variable Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.