Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
−0.04%
6 Months
0.17%
0.28%
1 Year
1.53%
2.14%
3 Years
6.30%
10.02%
5 Years
7.16%
13.15%
Since Inception
16.58%
11.46%
Fund Age
6 yrs 6 mo
8 yrs 7 mo
AUM
₹182.72 Cr
₹585.94 Cr
Alpha – 1 Year
−3.19%
2.49%
Alpha – 3 Years
−5.79%
1.02%
Information Ratio – 3 Years
-1.15
0.18
Volatility – 1 Year
17.17%
16.38%
Volatility – 3 Years
15.94%
14.42%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
-0.13
-0.13
Sharpe Ratio – 3 Years
0.13
0.38
Worst Rolling Year
6.16%
3.37%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−24.43%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
60
31
Portfolio P/E
19.43
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%