Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
0.17%
5.19%
1 Year
1.53%
−0.45%
3 Years
6.30%
11.72%
5 Years
7.16%
—
Since Inception
16.58%
12.62%
Fund Age
6 yrs 6 mo
3 yrs 8 mo
AUM
₹182.72 Cr
₹42.96 Cr
Alpha – 1 Year
−3.19%
−3.43%
Alpha – 3 Years
−5.79%
−0.17%
Information Ratio – 3 Years
-1.15
-0.16
Volatility – 1 Year
17.17%
16.93%
Volatility – 3 Years
15.94%
15.20%
Beta – 1 Year
0.97
0.92
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.13
-0.27
Sharpe Ratio – 3 Years
0.13
0.45
Worst Rolling Year
6.16%
11.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−24.43%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%
0% / 0% / 0%