Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Mansi share-seven islands PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.48%
2.10%
6 Months
0.17%
29.13%
1 Year
1.53%
20.96%
3 Years
6.30%
17.22%
5 Years
7.16%
—
Since Inception
16.58%
23.59%
Fund Age
6 yrs 6 mo
3 yrs 7 mo
AUM
₹182.72 Cr
₹147.56 Cr
Alpha – 1 Year
−3.19%
16.24%
Alpha – 3 Years
−5.79%
5.13%
Information Ratio – 3 Years
-1.15
0.33
Volatility – 1 Year
17.17%
30.80%
Volatility – 3 Years
15.94%
25.65%
Beta – 1 Year
0.97
1.54
Beta – 3 Years
0.99
1.41
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.13
0.54
Worst Rolling Year
6.16%
15.38%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−24.43%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 63% · M 11% · S 17%
Number of Stocks
60
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / 1%