Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
MOAT - Moderate Compounders
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%
2.75%
6 Months
0.17%
8.17%
1 Year
1.53%
3.28%
3 Years
6.30%
8.41%
5 Years
7.16%
12.53%
Since Inception
16.58%
11.01%
Fund Age
6 yrs 6 mo
12 yrs 9 mo
AUM
₹182.72 Cr
₹16.57 Cr
Alpha – 1 Year
−3.19%
−1.44%
Alpha – 3 Years
−5.79%
−3.68%
Information Ratio – 3 Years
-1.15
-0.32
Volatility – 1 Year
17.17%
20.74%
Volatility – 3 Years
15.94%
17.91%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.99
1.09
Sharpe Ratio – 1 Year
-0.13
0.00
Sharpe Ratio – 3 Years
0.13
0.32
Worst Rolling Year
6.16%
-16.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.83 Cr
Deepest Drawdown
−24.43%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
15.55%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%