Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
1.87%
6 Months
0.17%
3.49%
1 Year
1.53%
5.55%
3 Years
6.30%
12.97%
5 Years
7.16%
—
Since Inception
16.58%
12.27%
Fund Age
6 yrs 6 mo
4 yrs 3 mo
AUM
₹182.72 Cr
₹25.94 Cr
Alpha – 1 Year
−3.19%
−0.42%
Alpha – 3 Years
−5.79%
2.07%
Information Ratio – 3 Years
-1.15
0.10
Volatility – 1 Year
17.17%
15.73%
Volatility – 3 Years
15.94%
12.26%
Beta – 1 Year
0.97
1.56
Beta – 3 Years
0.99
1.42
Sharpe Ratio – 1 Year
-0.13
0.07
Sharpe Ratio – 3 Years
0.13
0.62
Worst Rolling Year
6.16%
11.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−24.43%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.02%
5-Year Rolling Windows Positive
100.00%
—
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%