Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.48%
−3.33%
6 Months
0.17%
24.60%
1 Year
1.53%
7.56%
3 Years
6.30%
20.98%
5 Years
7.16%
—
Since Inception
16.58%
24.10%
Fund Age
6 yrs 6 mo
4 yrs 4 mo
AUM
₹182.72 Cr
₹3.89 Cr
Alpha – 1 Year
−3.19%
4.58%
Alpha – 3 Years
−5.79%
9.08%
Information Ratio – 3 Years
-1.15
0.07
Volatility – 1 Year
17.17%
32.74%
Volatility – 3 Years
15.94%
27.24%
Beta – 1 Year
0.97
1.49
Beta – 3 Years
0.99
1.30
Sharpe Ratio – 1 Year
-0.13
0.20
Sharpe Ratio – 3 Years
0.13
0.49
Worst Rolling Year
6.16%
17.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−24.43%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
60
27
Portfolio P/E
19.43
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%