Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
First Global - The India Super 50
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
0.17%
6.78%
1 Year
1.53%
13.06%
3 Years
6.30%
8.79%
5 Years
7.16%
—
Since Inception
16.58%
8.64%
Fund Age
6 yrs 6 mo
3 yrs 2 mo
AUM
₹182.72 Cr
₹66.61 Cr
Alpha – 1 Year
−3.19%
13.41%
Alpha – 3 Years
−5.79%
−0.20%
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
20.80%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
1.21
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.41
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
60
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%