Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
5.72%
6 Months
−0.27%
23.48%
1 Year
7.71%
38.68%
3 Years
8.88%
26.01%
5 Years
8.76%
16.58%
Since Inception
13.52%
18.98%
Fund Age
6 yrs 6 mo
16 yrs 6 mo
AUM
₹23.87 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.17%
33.96%
Alpha – 3 Years
−2.38%
13.92%
Information Ratio – 3 Years
-0.16
1.27
Volatility – 1 Year
13.29%
28.06%
Volatility – 3 Years
12.09%
20.41%
Beta – 1 Year
1.31
1.39
Beta – 3 Years
1.39
1.06
Sharpe Ratio – 1 Year
0.23
1.12
Sharpe Ratio – 3 Years
0.33
1.06
Worst Rolling Year
8.03%
-4.06%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−16.96%
−18.24%
Recovery Period
334 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
14.50%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
66
28
Portfolio P/E
19.43
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%