Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
0.17%
8.02%
1 Year
1.53%
5.50%
3 Years
6.30%
7.60%
5 Years
7.16%
9.19%
Since Inception
16.58%
14.35%
Fund Age
6 yrs 6 mo
5 yrs 9 mo
AUM
₹182.72 Cr
₹11.85 Cr
Alpha – 1 Year
−3.19%
0.78%
Alpha – 3 Years
−5.79%
−4.49%
Information Ratio – 3 Years
-1.15
-0.44
Volatility – 1 Year
17.17%
20.18%
Volatility – 3 Years
15.94%
17.74%
Beta – 1 Year
0.97
1.11
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.13
0.10
Sharpe Ratio – 3 Years
0.13
0.27
Worst Rolling Year
6.16%
7.60%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−24.43%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%