Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Purnartha Pratham 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%
5.49%
6 Months
0.17%
9.46%
1 Year
1.53%
17.52%
3 Years
6.30%
14.28%
5 Years
7.16%
9.02%
Since Inception
16.58%
12.49%
Fund Age
6 yrs 6 mo
5 yrs 11 mo
AUM
₹182.72 Cr
₹1,633.45 Cr
Alpha – 1 Year
−3.19%
12.80%
Alpha – 3 Years
−5.79%
2.19%
Information Ratio – 3 Years
-1.15
0.28
Volatility – 1 Year
17.17%
23.87%
Volatility – 3 Years
15.94%
18.97%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.13
0.57
Sharpe Ratio – 3 Years
0.13
0.55
Worst Rolling Year
6.16%
7.21%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.43%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
60
—
Portfolio P/E
19.43
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%