Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.49%
4.41%
6 Months
−0.27%
0.07%
1 Year
7.71%
4.08%
3 Years
8.88%
6.47%
5 Years
8.76%
—
Since Inception
13.52%
11.08%
Fund Age
6 yrs 6 mo
6 yrs 6 mo
AUM
₹23.87 Cr
₹1.91 Cr
Alpha – 1 Year
0.17%
4.51%
Alpha – 3 Years
−2.38%
−2.09%
Information Ratio – 3 Years
-0.16
-0.44
Volatility – 1 Year
13.29%
16.64%
Volatility – 3 Years
12.09%
14.35%
Beta – 1 Year
1.31
0.98
Beta – 3 Years
1.39
1.00
Sharpe Ratio – 1 Year
0.23
-0.01
Sharpe Ratio – 3 Years
0.33
0.13
Worst Rolling Year
8.03%
5.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.06 Cr
Deepest Drawdown
−16.96%
−18.42%
Recovery Period
334 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
66
50
Portfolio P/E
19.43
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –