Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
4.17%
6 Months
0.17%
19.62%
1 Year
1.53%
12.19%
3 Years
6.30%
23.51%
5 Years
7.16%
13.96%
Since Inception
16.58%
23.13%
Fund Age
6 yrs 6 mo
6 yrs 7 mo
AUM
₹182.72 Cr
₹2,332.81 Cr
Alpha – 1 Year
−3.19%
9.21%
Alpha – 3 Years
−5.79%
11.63%
Information Ratio – 3 Years
-1.15
0.83
Volatility – 1 Year
17.17%
26.11%
Volatility – 3 Years
15.94%
21.82%
Beta – 1 Year
0.97
1.32
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.13
0.83
Worst Rolling Year
6.16%
12.50%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.43%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
60
33
Portfolio P/E
19.43
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%