Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
−0.27%
19.55%
1 Year
7.71%
11.69%
3 Years
8.88%
15.46%
5 Years
8.76%
—
Since Inception
13.52%
23.05%
Fund Age
6 yrs 6 mo
3 yrs 4 mo
AUM
₹23.87 Cr
₹95.08 Cr
Alpha – 1 Year
0.17%
8.71%
Alpha – 3 Years
−2.38%
3.58%
Information Ratio – 3 Years
-0.16
0.52
Volatility – 1 Year
13.29%
27.25%
Volatility – 3 Years
12.09%
23.29%
Beta – 1 Year
1.31
1.44
Beta – 3 Years
1.39
1.22
Sharpe Ratio – 1 Year
0.23
0.33
Sharpe Ratio – 3 Years
0.33
0.66
Worst Rolling Year
8.03%
15.47%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−16.96%
−32.01%
Recovery Period
334 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
66
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%