Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
QED Capital - Alphabets
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%
4.25%
6 Months
0.17%
7.44%
1 Year
1.53%
14.27%
3 Years
6.30%
13.32%
5 Years
7.16%
10.94%
Since Inception
16.58%
15.43%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹182.72 Cr
₹21.45 Cr
Alpha – 1 Year
−3.19%
9.55%
Alpha – 3 Years
−5.79%
1.23%
Information Ratio – 3 Years
-1.15
0.37
Volatility – 1 Year
17.17%
12.68%
Volatility – 3 Years
15.94%
17.36%
Beta – 1 Year
0.97
0.58
Beta – 3 Years
0.99
0.73
Sharpe Ratio – 1 Year
-0.13
0.70
Sharpe Ratio – 3 Years
0.13
0.70
Worst Rolling Year
6.16%
12.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−24.43%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
60
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%