Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Marathon Trends - Trend Following
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%
1.43%
6 Months
0.17%
0.81%
1 Year
1.53%
7.79%
3 Years
6.30%
9.10%
5 Years
7.16%
—
Since Inception
16.58%
17.42%
Fund Age
6 yrs 6 mo
8 yrs 11 mo
AUM
₹182.72 Cr
₹342.11 Cr
Alpha – 1 Year
−3.19%
3.07%
Alpha – 3 Years
−5.79%
−2.99%
Information Ratio – 3 Years
-1.15
0.29
Volatility – 1 Year
17.17%
17.73%
Volatility – 3 Years
15.94%
15.85%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.13
0.21
Sharpe Ratio – 3 Years
0.13
0.50
Worst Rolling Year
6.16%
9.10%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.43%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
60
23
Portfolio P/E
19.43
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%