Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Right Horizons - All Seasons
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%
1.32%
6 Months
0.17%
3.83%
1 Year
1.53%
9.77%
3 Years
6.30%
13.19%
5 Years
7.16%
12.01%
Since Inception
16.58%
14.38%
Fund Age
6 yrs 6 mo
6 yrs 8 mo
AUM
₹182.72 Cr
₹42.66 Cr
Alpha – 1 Year
−3.19%
3.80%
Alpha – 3 Years
−5.79%
2.30%
Information Ratio – 3 Years
-1.15
0.23
Volatility – 1 Year
17.17%
15.84%
Volatility – 3 Years
15.94%
12.64%
Beta – 1 Year
0.97
1.56
Beta – 3 Years
0.99
1.48
Sharpe Ratio – 1 Year
-0.13
0.32
Sharpe Ratio – 3 Years
0.13
0.70
Worst Rolling Year
6.16%
9.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.43%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
60
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%