Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Sameeksha - Equity 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%
−0.38%
6 Months
0.17%
11.48%
1 Year
1.53%
7.29%
3 Years
6.30%
16.29%
5 Years
7.16%
16.45%
Since Inception
16.58%
20.67%
Fund Age
6 yrs 6 mo
10 yrs 4 mo
AUM
₹182.72 Cr
₹1,333.94 Cr
Alpha – 1 Year
−3.19%
2.57%
Alpha – 3 Years
−5.79%
4.20%
Information Ratio – 3 Years
-1.15
0.52
Volatility – 1 Year
17.17%
21.33%
Volatility – 3 Years
15.94%
16.22%
Beta – 1 Year
0.97
1.18
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.13
0.18
Sharpe Ratio – 3 Years
0.13
0.69
Worst Rolling Year
6.16%
-0.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.99 Cr
Deepest Drawdown
−24.43%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
15.55%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
60
50
Portfolio P/E
19.43
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Variable Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 0% / 0%