Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
0.25%
6 Months
0.17%
15.19%
1 Year
1.53%
3.21%
3 Years
6.30%
19.65%
5 Years
7.16%
—
Since Inception
16.58%
25.09%
Fund Age
6 yrs 6 mo
3 yrs 5 mo
AUM
₹182.72 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.19%
0.23%
Alpha – 3 Years
−5.79%
7.77%
Information Ratio – 3 Years
-1.15
0.62
Volatility – 1 Year
17.17%
21.54%
Volatility – 3 Years
15.94%
22.15%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
-0.13
-0.01
Sharpe Ratio – 3 Years
0.13
0.68
Worst Rolling Year
6.16%
19.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.43%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
60
26
Portfolio P/E
19.43
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%