Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Fractal Capital - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
5.48%
6 Months
0.17%
13.51%
1 Year
1.53%
1.35%
3 Years
6.30%
13.26%
5 Years
7.16%
—
Since Inception
16.58%
19.28%
Fund Age
6 yrs 6 mo
4 yrs 2 mo
AUM
₹182.72 Cr
₹36.17 Cr
Alpha – 1 Year
−3.19%
−3.37%
Alpha – 3 Years
−5.79%
1.17%
Information Ratio – 3 Years
-1.15
0.14
Volatility – 1 Year
17.17%
24.66%
Volatility – 3 Years
15.94%
18.82%
Beta – 1 Year
0.97
1.31
Beta – 3 Years
0.99
1.10
Sharpe Ratio – 1 Year
-0.13
-0.05
Sharpe Ratio – 3 Years
0.13
0.48
Worst Rolling Year
6.16%
12.70%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.43%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
60
24
Portfolio P/E
19.43
29.70
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%