Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
PGIM India - Phoenix 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%
3.66%
6 Months
0.17%
18.51%
1 Year
1.53%
2.32%
3 Years
6.30%
8.56%
5 Years
7.16%
13.23%
Since Inception
16.58%
12.52%
Fund Age
6 yrs 6 mo
10 yrs
AUM
₹182.72 Cr
₹60.22 Cr
Alpha – 1 Year
−3.19%
2.67%
Alpha – 3 Years
−5.79%
−0.44%
Information Ratio – 3 Years
-1.15
-0.03
Volatility – 1 Year
17.17%
27.56%
Volatility – 3 Years
15.94%
21.93%
Beta – 1 Year
0.97
1.33
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.13
0.01
Sharpe Ratio – 3 Years
0.13
0.24
Worst Rolling Year
6.16%
-13.90%
Value at Worst Rolling Year
₹1.06 Cr
₹0.86 Cr
Deepest Drawdown
−24.43%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
15.55%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
60
26
Portfolio P/E
19.43
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%