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First Global - The India Super 50 vs Prime Vision Ultra

First Global - The India Super 50

Prime Vision Ultra

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Growth of ₹1 Crore

First Global - The India Super 50

Prime Vision Ultra

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

First Global - The India Super 50

6.3% • vol 15.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.48%

1.32%

6 Months

0.17%

1.45%

1 Year

1.53%

—

3 Years

6.30%

—

5 Years

7.16%

—

Since Inception

16.58%

4.78%

Fund Age

6 yrs 6 mo

10 mo

AUM

₹182.72 Cr

₹17.47 Cr

Alpha – 1 Year

−3.19%

—

Alpha – 3 Years

−5.79%

—

Information Ratio – 3 Years

-1.15

—

Volatility – 1 Year

17.17%

—

Volatility – 3 Years

15.94%

—

Beta – 1 Year

0.97

—

Beta – 3 Years

0.99

—

Sharpe Ratio – 1 Year

-0.13

—

Sharpe Ratio – 3 Years

0.13

—

Worst Rolling Year

6.16%

—

Value at Worst Rolling Year

₹1.06 Cr

—

Deepest Drawdown

−24.43%

—

Recovery Period

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

—

Number of Stocks

—

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%

—

Top Sectors

—

Fixed Fee

2.00% / yr

0.80% / yr

Performance Fee / Plan

Variable Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0.5% / –

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