Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
PGIM India - Core Equity Portfolio
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%
3.80%
6 Months
0.17%
7.35%
1 Year
1.53%
9.59%
3 Years
6.30%
7.90%
5 Years
7.16%
12.07%
Since Inception
16.58%
14.25%
Fund Age
6 yrs 6 mo
13 yrs 1 mo
AUM
₹182.72 Cr
₹106.28 Cr
Alpha – 1 Year
−3.19%
9.94%
Alpha – 3 Years
−5.79%
−1.10%
Information Ratio – 3 Years
-1.15
-0.12
Volatility – 1 Year
17.17%
15.58%
Volatility – 3 Years
15.94%
14.39%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.99
0.84
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.13
0.24
Worst Rolling Year
6.16%
-8.02%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−24.43%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
15.55%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 39% · M 40% · S 18%
Number of Stocks
60
25
Portfolio P/E
19.43
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%