Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
4.29%
6 Months
−0.27%
2.17%
1 Year
7.71%
7.07%
3 Years
8.88%
15.12%
5 Years
8.76%
—
Since Inception
13.52%
19.80%
Fund Age
6 yrs 6 mo
7 yrs 3 mo
AUM
₹23.87 Cr
₹7.19 Cr
Alpha – 1 Year
0.17%
7.50%
Alpha – 3 Years
−2.38%
6.56%
Information Ratio – 3 Years
-0.16
1.22
Volatility – 1 Year
13.29%
19.38%
Volatility – 3 Years
12.09%
16.31%
Beta – 1 Year
1.31
1.18
Beta – 3 Years
1.39
1.13
Sharpe Ratio – 1 Year
0.23
0.17
Sharpe Ratio – 3 Years
0.33
0.62
Worst Rolling Year
8.03%
14.31%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−16.96%
−17.66%
Recovery Period
334 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
66
100
Portfolio P/E
19.43
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –