Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
3.11%
6 Months
−0.27%
4.12%
1 Year
7.71%
−0.25%
3 Years
8.88%
10.95%
5 Years
8.76%
10.56%
Since Inception
13.52%
10.62%
Fund Age
6 yrs 6 mo
13 yrs 8 mo
AUM
₹23.87 Cr
₹41.22 Cr
Alpha – 1 Year
0.17%
0.18%
Alpha – 3 Years
−2.38%
2.39%
Information Ratio – 3 Years
-0.16
0.52
Volatility – 1 Year
13.29%
20.61%
Volatility – 3 Years
12.09%
17.57%
Beta – 1 Year
1.31
1.24
Beta – 3 Years
1.39
1.19
Sharpe Ratio – 1 Year
0.23
-0.18
Sharpe Ratio – 3 Years
0.33
0.46
Worst Rolling Year
8.03%
-10.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.89 Cr
Deepest Drawdown
−16.96%
−22.41%
Recovery Period
334 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
14.50%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
66
25
Portfolio P/E
19.43
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%