Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
0.17%
2.04%
1 Year
1.53%
13.04%
3 Years
6.30%
15.74%
5 Years
7.16%
14.15%
Since Inception
16.58%
15.13%
Fund Age
6 yrs 6 mo
14 yrs 1 mo
AUM
₹182.72 Cr
₹850.7 Cr
Alpha – 1 Year
−3.19%
13.39%
Alpha – 3 Years
−5.79%
6.74%
Information Ratio – 3 Years
-1.15
1.02
Volatility – 1 Year
17.17%
18.01%
Volatility – 3 Years
15.94%
15.42%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.13
0.48
Sharpe Ratio – 3 Years
0.13
0.76
Worst Rolling Year
6.16%
-19.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.81 Cr
Deepest Drawdown
−24.43%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
15.55%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
60
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%