Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Piper Serica Advisors - Leader 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%
3.10%
6 Months
0.17%
24.70%
1 Year
1.53%
21.80%
3 Years
6.30%
16.46%
5 Years
7.16%
12.29%
Since Inception
16.58%
17.31%
Fund Age
6 yrs 6 mo
7 yrs 2 mo
AUM
₹182.72 Cr
₹328.39 Cr
Alpha – 1 Year
−3.19%
22.15%
Alpha – 3 Years
−5.79%
7.46%
Information Ratio – 3 Years
-1.15
1.55
Volatility – 1 Year
17.17%
22.56%
Volatility – 3 Years
15.94%
18.01%
Beta – 1 Year
0.97
1.10
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.13
0.85
Sharpe Ratio – 3 Years
0.13
1.07
Worst Rolling Year
6.16%
7.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.43%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
60
16
Portfolio P/E
19.43
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%