Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
SBI AEON ALPHA PMS
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%
0.41%
6 Months
0.17%
20.81%
1 Year
1.53%
15.63%
3 Years
6.30%
13.76%
5 Years
7.16%
—
Since Inception
16.58%
14.77%
Fund Age
6 yrs 6 mo
4 yrs 6 mo
AUM
₹182.72 Cr
₹751.68 Cr
Alpha – 1 Year
−3.19%
16.06%
Alpha – 3 Years
−5.79%
5.19%
Information Ratio – 3 Years
-1.15
0.25
Volatility – 1 Year
17.17%
18.90%
Volatility – 3 Years
15.94%
16.75%
Beta – 1 Year
0.97
0.89
Beta – 3 Years
0.99
0.79
Sharpe Ratio – 1 Year
-0.13
0.57
Sharpe Ratio – 3 Years
0.13
0.53
Worst Rolling Year
6.16%
13.60%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−24.43%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
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%