Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
PGIM India Equity 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%
3.44%
6 Months
0.17%
14.84%
1 Year
1.53%
−4.03%
3 Years
6.30%
5.65%
5 Years
7.16%
—
Since Inception
16.58%
11.22%
Fund Age
6 yrs 6 mo
3 yrs 7 mo
AUM
₹182.72 Cr
₹83.14 Cr
Alpha – 1 Year
−3.19%
−3.68%
Alpha – 3 Years
−5.79%
−3.35%
Information Ratio – 3 Years
-1.15
-0.26
Volatility – 1 Year
17.17%
22.60%
Volatility – 3 Years
15.94%
18.97%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
-0.13
-0.31
Sharpe Ratio – 3 Years
0.13
0.11
Worst Rolling Year
6.16%
4.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.05 Cr
Deepest Drawdown
−24.43%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 28% · S 60%
Number of Stocks
60
27
Portfolio P/E
19.43
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%