Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
0.17%
−0.83%
1 Year
1.53%
14.95%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
15.45%
Fund Age
6 yrs 6 mo
4 yrs 1 mo
AUM
₹182.72 Cr
₹67.74 Cr
Alpha – 1 Year
−3.19%
8.24%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
0.30
Volatility – 1 Year
17.17%
16.48%
Volatility – 3 Years
15.94%
12.47%
Beta – 1 Year
0.97
1.58
Beta – 3 Years
0.99
1.45
Sharpe Ratio – 1 Year
-0.13
0.60
Sharpe Ratio – 3 Years
0.13
0.77
Worst Rolling Year
6.16%
13.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−24.43%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
16.42%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –