Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Marcellus - Kings of Capital
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
0.50%
6 Months
0.17%
2.02%
1 Year
1.53%
0.60%
3 Years
6.30%
8.21%
5 Years
7.16%
5.75%
Since Inception
16.58%
9.73%
Fund Age
6 yrs 6 mo
6 yrs
AUM
₹182.72 Cr
₹128.19 Cr
Alpha – 1 Year
−3.19%
1.03%
Alpha – 3 Years
−5.79%
−0.36%
Information Ratio – 3 Years
-1.15
0.12
Volatility – 1 Year
17.17%
19.24%
Volatility – 3 Years
15.94%
14.76%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
-0.13
-0.16
Sharpe Ratio – 3 Years
0.13
0.24
Worst Rolling Year
6.16%
0.20%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−24.43%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
15.55%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%