Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Purnartha Vision 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%
5.60%
6 Months
0.17%
9.69%
1 Year
1.53%
14.36%
3 Years
6.30%
13.50%
5 Years
7.16%
8.53%
Since Inception
16.58%
11.34%
Fund Age
6 yrs 6 mo
5 yrs 5 mo
AUM
₹182.72 Cr
₹190.75 Cr
Alpha – 1 Year
−3.19%
9.64%
Alpha – 3 Years
−5.79%
1.41%
Information Ratio – 3 Years
-1.15
0.20
Volatility – 1 Year
17.17%
24.59%
Volatility – 3 Years
15.94%
18.73%
Beta – 1 Year
0.97
1.16
Beta – 3 Years
0.99
1.03
Sharpe Ratio – 1 Year
-0.13
0.44
Sharpe Ratio – 3 Years
0.13
0.52
Worst Rolling Year
6.16%
8.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.43%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
60
—
Portfolio P/E
19.43
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%