Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Master Trust India Growth Strategy
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%
5.45%
6 Months
0.17%
16.85%
1 Year
1.53%
9.30%
3 Years
6.30%
14.05%
5 Years
7.16%
14.30%
Since Inception
16.58%
24.29%
Fund Age
6 yrs 6 mo
14 yrs 10 mo
AUM
₹182.72 Cr
₹372.24 Cr
Alpha – 1 Year
−3.19%
4.58%
Alpha – 3 Years
−5.79%
1.97%
Information Ratio – 3 Years
-1.15
0.33
Volatility – 1 Year
17.17%
21.18%
Volatility – 3 Years
15.94%
20.18%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.99
1.12
Sharpe Ratio – 1 Year
-0.13
0.27
Sharpe Ratio – 3 Years
0.13
0.49
Worst Rolling Year
6.16%
-10.46%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−24.43%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
15.55%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%