Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
JM Financial - India Resurgent
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
4.15%
6 Months
0.17%
18.21%
1 Year
1.53%
19.11%
3 Years
6.30%
23.58%
5 Years
7.16%
18.40%
Since Inception
16.58%
13.93%
Fund Age
6 yrs 6 mo
11 yrs 4 mo
AUM
₹182.72 Cr
₹13.37 Cr
Alpha – 1 Year
−3.19%
16.13%
Alpha – 3 Years
−5.79%
11.69%
Information Ratio – 3 Years
-1.15
1.24
Volatility – 1 Year
17.17%
18.18%
Volatility – 3 Years
15.94%
17.99%
Beta – 1 Year
0.97
0.94
Beta – 3 Years
0.99
1.01
Sharpe Ratio – 1 Year
-0.13
0.75
Sharpe Ratio – 3 Years
0.13
0.97
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
60
32
Portfolio P/E
19.43
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%