Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Phillip Capital - Signature India 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%
3.08%
6 Months
0.17%
14.24%
1 Year
1.53%
9.21%
3 Years
6.30%
8.31%
5 Years
7.16%
7.74%
Since Inception
16.58%
11.80%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹182.72 Cr
₹251.07 Cr
Alpha – 1 Year
−3.19%
4.51%
Alpha – 3 Years
−5.79%
−2.91%
Information Ratio – 3 Years
-1.15
-0.50
Volatility – 1 Year
17.17%
21.09%
Volatility – 3 Years
15.94%
15.86%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.13
0.27
Sharpe Ratio – 3 Years
0.13
0.26
Worst Rolling Year
6.16%
-3.45%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−24.43%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
15.55%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
60
28
Portfolio P/E
19.43
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%