Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
0.17%
19.55%
1 Year
1.53%
11.69%
3 Years
6.30%
15.46%
5 Years
7.16%
—
Since Inception
16.58%
23.05%
Fund Age
6 yrs 6 mo
3 yrs 4 mo
AUM
₹182.72 Cr
₹95.08 Cr
Alpha – 1 Year
−3.19%
8.71%
Alpha – 3 Years
−5.79%
3.58%
Information Ratio – 3 Years
-1.15
0.52
Volatility – 1 Year
17.17%
27.25%
Volatility – 3 Years
15.94%
23.29%
Beta – 1 Year
0.97
1.44
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.13
0.66
Worst Rolling Year
6.16%
15.47%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−24.43%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%