Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
NJ - Bluechip
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%
−1.21%
6 Months
0.17%
5.09%
1 Year
1.53%
0.26%
3 Years
6.30%
9.53%
5 Years
7.16%
5.40%
Since Inception
16.58%
12.09%
Fund Age
6 yrs 6 mo
8 yrs 5 mo
AUM
₹182.72 Cr
₹1,644.09 Cr
Alpha – 1 Year
−3.19%
0.61%
Alpha – 3 Years
−5.79%
0.54%
Information Ratio – 3 Years
-1.15
0.06
Volatility – 1 Year
17.17%
17.94%
Volatility – 3 Years
15.94%
17.25%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
0.99
1.11
Sharpe Ratio – 1 Year
-0.13
-0.20
Sharpe Ratio – 3 Years
0.13
0.31
Worst Rolling Year
6.16%
2.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.02 Cr
Deepest Drawdown
−24.43%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
60
20
Portfolio P/E
19.43
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%