Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Invesco - Challengers
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%
1.41%
6 Months
0.17%
13.18%
1 Year
1.53%
2.91%
3 Years
6.30%
14.27%
5 Years
7.16%
—
Since Inception
16.58%
11.83%
Fund Age
6 yrs 6 mo
4 yrs 11 mo
AUM
₹182.72 Cr
₹31.01 Cr
Alpha – 1 Year
−3.19%
−1.81%
Alpha – 3 Years
−5.79%
2.18%
Information Ratio – 3 Years
-1.15
0.24
Volatility – 1 Year
17.17%
18.67%
Volatility – 3 Years
15.94%
17.11%
Beta – 1 Year
0.97
0.97
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
-0.13
-0.04
Sharpe Ratio – 3 Years
0.13
0.56
Worst Rolling Year
6.16%
12.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.43%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
60
26
Portfolio P/E
19.43
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—