Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.48%
10.15%
6 Months
0.17%
31.39%
1 Year
1.53%
26.01%
3 Years
6.30%
19.28%
5 Years
7.16%
23.67%
Since Inception
16.58%
28.23%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹182.72 Cr
₹483.07 Cr
Alpha – 1 Year
−3.19%
21.29%
Alpha – 3 Years
−5.79%
7.19%
Information Ratio – 3 Years
-1.15
0.38
Volatility – 1 Year
17.17%
27.77%
Volatility – 3 Years
15.94%
26.19%
Beta – 1 Year
0.97
1.29
Beta – 3 Years
0.99
1.20
Sharpe Ratio – 1 Year
-0.13
0.78
Sharpe Ratio – 3 Years
0.13
0.61
Worst Rolling Year
6.16%
19.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.43%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
60
63
Portfolio P/E
19.43
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%