Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Spark - Flexicap
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%
−0.91%
6 Months
0.17%
−6.35%
1 Year
1.53%
3.05%
3 Years
6.30%
10.74%
5 Years
7.16%
13.00%
Since Inception
16.58%
14.74%
Fund Age
6 yrs 6 mo
7 yrs 8 mo
AUM
₹182.72 Cr
₹460.92 Cr
Alpha – 1 Year
−3.19%
3.40%
Alpha – 3 Years
−5.79%
1.74%
Information Ratio – 3 Years
-1.15
0.33
Volatility – 1 Year
17.17%
15.87%
Volatility – 3 Years
15.94%
14.99%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.13
-0.07
Sharpe Ratio – 3 Years
0.13
0.41
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%