Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Right Horizons - Super Value Fund
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%
3.00%
6 Months
0.17%
20.83%
1 Year
1.53%
12.18%
3 Years
6.30%
13.97%
5 Years
7.16%
17.12%
Since Inception
16.58%
15.75%
Fund Age
6 yrs 6 mo
13 yrs 8 mo
AUM
₹182.72 Cr
₹205.48 Cr
Alpha – 1 Year
−3.19%
9.20%
Alpha – 3 Years
−5.79%
2.09%
Information Ratio – 3 Years
-1.15
0.40
Volatility – 1 Year
17.17%
27.53%
Volatility – 3 Years
15.94%
22.15%
Beta – 1 Year
0.97
1.45
Beta – 3 Years
0.99
1.20
Sharpe Ratio – 1 Year
-0.13
0.35
Sharpe Ratio – 3 Years
0.13
0.55
Worst Rolling Year
6.16%
-9.57%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−24.43%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
15.55%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
60
30
Portfolio P/E
19.43
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%