Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Phillip Ethical 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%
3.05%
6 Months
0.17%
16.92%
1 Year
1.53%
10.56%
3 Years
6.30%
6.67%
5 Years
7.16%
7.52%
Since Inception
16.58%
10.84%
Fund Age
6 yrs 6 mo
8 yrs 8 mo
AUM
₹182.72 Cr
₹10.35 Cr
Alpha – 1 Year
−3.19%
5.86%
Alpha – 3 Years
−5.79%
−4.55%
Information Ratio – 3 Years
-1.15
-0.70
Volatility – 1 Year
17.17%
20.12%
Volatility – 3 Years
15.94%
17.20%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.13
0.11
Worst Rolling Year
6.16%
4.20%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−24.43%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 44% · S 40%
Number of Stocks
60
21
Portfolio P/E
19.43
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
—
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%