Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
0.17%
7.54%
1 Year
1.53%
8.20%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
2.83%
Fund Age
6 yrs 6 mo
14 mo
AUM
₹182.72 Cr
₹18.5 Cr
Alpha – 1 Year
−3.19%
3.48%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
18.53%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.23
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
60
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—