Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Prabhudas-Aqua Strategy
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%
−0.63%
6 Months
0.17%
8.65%
1 Year
1.53%
10.66%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
22.10%
Fund Age
6 yrs 6 mo
2 yrs 7 mo
AUM
₹182.72 Cr
₹374.18 Cr
Alpha – 1 Year
−3.19%
2.92%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
10.32%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
0.27
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.50
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
60
37
Portfolio P/E
19.43
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%