Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
2.33%
6 Months
0.17%
5.53%
1 Year
1.53%
9.60%
3 Years
6.30%
6.75%
5 Years
7.16%
7.07%
Since Inception
16.58%
13.02%
Fund Age
6 yrs 6 mo
14 yrs 9 mo
AUM
₹182.72 Cr
₹179.27 Cr
Alpha – 1 Year
−3.19%
9.95%
Alpha – 3 Years
−5.79%
−2.25%
Information Ratio – 3 Years
-1.15
-0.39
Volatility – 1 Year
17.17%
17.14%
Volatility – 3 Years
15.94%
14.92%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.13
0.31
Sharpe Ratio – 3 Years
0.13
0.15
Worst Rolling Year
6.16%
-6.19%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−24.43%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
15.55%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
—
L 69% · M 12% · S 15%
Number of Stocks
60
22
Portfolio P/E
19.43
—
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—