Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
ORO-Alpha Value
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%
0.44%
6 Months
0.17%
5.47%
1 Year
1.53%
6.35%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
6.04%
Fund Age
6 yrs 6 mo
3 yrs 8 mo
AUM
₹182.72 Cr
₹1.28 Cr
Alpha – 1 Year
−3.19%
3.37%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
17.26%
Volatility – 3 Years
15.94%
15.80%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.12
Sharpe Ratio – 3 Years
0.13
0.10
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
60
24
Portfolio P/E
19.43
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%