Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Marcellus - Rising Giants
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%
0.40%
6 Months
0.17%
4.60%
1 Year
1.53%
−5.85%
3 Years
6.30%
5.64%
5 Years
7.16%
—
Since Inception
16.58%
−0.46%
Fund Age
6 yrs 6 mo
4 yrs 7 mo
AUM
₹182.72 Cr
₹87.75 Cr
Alpha – 1 Year
−3.19%
−8.83%
Alpha – 3 Years
−5.79%
−6.25%
Information Ratio – 3 Years
-1.15
-0.73
Volatility – 1 Year
17.17%
16.46%
Volatility – 3 Years
15.94%
15.18%
Beta – 1 Year
0.97
0.88
Beta – 3 Years
0.99
0.84
Sharpe Ratio – 1 Year
-0.13
-0.62
Sharpe Ratio – 3 Years
0.13
0.08
Worst Rolling Year
6.16%
-2.49%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−24.43%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
15.55%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%