Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
2.85%
6 Months
0.17%
22.81%
1 Year
1.53%
15.74%
3 Years
6.30%
19.34%
5 Years
7.16%
—
Since Inception
16.58%
24.49%
Fund Age
6 yrs 6 mo
3 yrs 3 mo
AUM
₹182.72 Cr
₹446.96 Cr
Alpha – 1 Year
−3.19%
11.02%
Alpha – 3 Years
−5.79%
7.25%
Information Ratio – 3 Years
-1.15
0.86
Volatility – 1 Year
17.17%
23.09%
Volatility – 3 Years
15.94%
17.79%
Beta – 1 Year
0.97
1.11
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.13
0.51
Sharpe Ratio – 3 Years
0.13
0.79
Worst Rolling Year
6.16%
19.32%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.43%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
60
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—