Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
3.08%
6 Months
0.17%
9.19%
1 Year
1.53%
9.02%
3 Years
6.30%
14.71%
5 Years
7.16%
10.31%
Since Inception
16.58%
14.95%
Fund Age
6 yrs 6 mo
7 yrs 10 mo
AUM
₹182.72 Cr
₹42.73 Cr
Alpha – 1 Year
−3.19%
4.30%
Alpha – 3 Years
−5.79%
2.62%
Information Ratio – 3 Years
-1.15
0.63
Volatility – 1 Year
17.17%
17.52%
Volatility – 3 Years
15.94%
14.89%
Beta – 1 Year
0.97
0.97
Beta – 3 Years
0.99
0.92
Sharpe Ratio – 1 Year
-0.13
0.26
Sharpe Ratio – 3 Years
0.13
0.66
Worst Rolling Year
6.16%
8.19%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−24.43%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 18% · M 16% · S 37%
Number of Stocks
60
30
Portfolio P/E
19.43
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%