Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
JM Financial - Focus
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%
1.03%
6 Months
0.17%
6.82%
1 Year
1.53%
3.42%
3 Years
6.30%
13.55%
5 Years
7.16%
9.47%
Since Inception
16.58%
15.08%
Fund Age
6 yrs 6 mo
13 yrs 9 mo
AUM
₹182.72 Cr
₹319.05 Cr
Alpha – 1 Year
−3.19%
0.44%
Alpha – 3 Years
−5.79%
1.66%
Information Ratio – 3 Years
-1.15
0.24
Volatility – 1 Year
17.17%
13.79%
Volatility – 3 Years
15.94%
15.92%
Beta – 1 Year
0.97
0.75
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.13
-0.08
Sharpe Ratio – 3 Years
0.13
0.53
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
60
49
Portfolio P/E
19.43
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%