Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
ORO - All Weather Portfolio
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%
−0.19%
6 Months
0.17%
−0.42%
1 Year
1.53%
−4.58%
3 Years
6.30%
16.32%
5 Years
7.16%
13.17%
Since Inception
16.58%
13.94%
Fund Age
6 yrs 6 mo
6 yrs 6 mo
AUM
₹182.72 Cr
₹13.16 Cr
Alpha – 1 Year
−3.19%
−7.56%
Alpha – 3 Years
−5.79%
4.42%
Information Ratio – 3 Years
-1.15
0.49
Volatility – 1 Year
17.17%
16.90%
Volatility – 3 Years
15.94%
17.54%
Beta – 1 Year
0.97
0.86
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.13
-0.52
Sharpe Ratio – 3 Years
0.13
0.69
Worst Rolling Year
6.16%
3.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−24.43%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
60
20
Portfolio P/E
19.43
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%