Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
8.45%
6 Months
0.17%
29.49%
1 Year
1.53%
37.09%
3 Years
6.30%
18.49%
5 Years
7.16%
12.39%
Since Inception
16.58%
18.64%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹182.72 Cr
₹1,760.35 Cr
Alpha – 1 Year
−3.19%
32.37%
Alpha – 3 Years
−5.79%
6.40%
Information Ratio – 3 Years
-1.15
0.52
Volatility – 1 Year
17.17%
25.02%
Volatility – 3 Years
15.94%
18.27%
Beta – 1 Year
0.97
1.22
Beta – 3 Years
0.99
0.89
Sharpe Ratio – 1 Year
-0.13
1.18
Sharpe Ratio – 3 Years
0.13
0.74
Worst Rolling Year
6.16%
-0.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−24.43%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
15.55%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
60
13
Portfolio P/E
19.43
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%