Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
0.17%
31.10%
1 Year
1.53%
52.47%
3 Years
6.30%
17.74%
5 Years
7.16%
16.38%
Since Inception
16.58%
15.58%
Fund Age
6 yrs 6 mo
16 yrs 9 mo
AUM
₹182.72 Cr
₹132.42 Cr
Alpha – 1 Year
−3.19%
47.75%
Alpha – 3 Years
−5.79%
5.65%
Information Ratio – 3 Years
-1.15
0.46
Volatility – 1 Year
17.17%
26.74%
Volatility – 3 Years
15.94%
21.32%
Beta – 1 Year
0.97
1.30
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
-0.13
1.52
Sharpe Ratio – 3 Years
0.13
0.68
Worst Rolling Year
6.16%
-15.93%
Value at Worst Rolling Year
₹1.06 Cr
₹0.84 Cr
Deepest Drawdown
−24.43%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.55%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
60
26
Portfolio P/E
19.43
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%