Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Monarch Wealth Creator 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%
2.85%
6 Months
0.17%
12.32%
1 Year
1.53%
—
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
13.81%
Fund Age
6 yrs 6 mo
8 mo
AUM
₹182.72 Cr
₹279.09 Cr
Alpha – 1 Year
−3.19%
—
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
—
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
—
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 35% · M 34% · S 23%
Number of Stocks
60
40
Portfolio P/E
19.43
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%