Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Motilal Oswal - Value Migration
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%
0.78%
6 Months
0.17%
11.75%
1 Year
1.53%
−2.37%
3 Years
6.30%
17.81%
5 Years
7.16%
14.66%
Since Inception
16.58%
18.91%
Fund Age
6 yrs 6 mo
23 yrs 5 mo
AUM
₹182.72 Cr
₹3,220.2 Cr
Alpha – 1 Year
−3.19%
−5.35%
Alpha – 3 Years
−5.79%
5.93%
Information Ratio – 3 Years
-1.15
0.54
Volatility – 1 Year
17.17%
21.49%
Volatility – 3 Years
15.94%
20.84%
Beta – 1 Year
0.97
1.07
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
-0.13
-0.27
Sharpe Ratio – 3 Years
0.13
0.64
Worst Rolling Year
6.16%
-7.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.93 Cr
Deepest Drawdown
−24.43%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
15.55%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 28% · M 48% · S 19%
Number of Stocks
60
27
Portfolio P/E
19.43
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%