Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
0.17%
10.94%
1 Year
1.53%
1.03%
3 Years
6.30%
11.45%
5 Years
7.16%
15.19%
Since Inception
16.58%
27.03%
Fund Age
6 yrs 6 mo
5 yrs 11 mo
AUM
₹182.72 Cr
₹298.71 Cr
Alpha – 1 Year
−3.19%
−3.69%
Alpha – 3 Years
−5.79%
−0.64%
Information Ratio – 3 Years
-1.15
-0.04
Volatility – 1 Year
17.17%
27.68%
Volatility – 3 Years
15.94%
23.40%
Beta – 1 Year
0.97
1.45
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
-0.13
-0.03
Sharpe Ratio – 3 Years
0.13
0.35
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
60
36
Portfolio P/E
19.43
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%