Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Invesco - Rise
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%
5.01%
6 Months
0.17%
8.17%
1 Year
1.53%
19.57%
3 Years
6.30%
18.20%
5 Years
7.16%
15.63%
Since Inception
16.58%
14.42%
Fund Age
6 yrs 6 mo
10 yrs 4 mo
AUM
₹182.72 Cr
₹337.5 Cr
Alpha – 1 Year
−3.19%
14.85%
Alpha – 3 Years
−5.79%
6.11%
Information Ratio – 3 Years
-1.15
0.93
Volatility – 1 Year
17.17%
14.72%
Volatility – 3 Years
15.94%
15.36%
Beta – 1 Year
0.97
0.78
Beta – 3 Years
0.99
0.92
Sharpe Ratio – 1 Year
-0.13
0.93
Sharpe Ratio – 3 Years
0.13
0.83
Worst Rolling Year
6.16%
-10.21%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−24.43%
−21.92%
Recovery Period
Not yet recovered
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
15.55%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 49% · M 27% · S 21%
Number of Stocks
60
23
Portfolio P/E
19.43
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—