Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Tamohara - Q Strategy
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%
−0.46%
6 Months
0.17%
6.77%
1 Year
1.53%
7.38%
3 Years
6.30%
9.03%
5 Years
7.16%
—
Since Inception
16.58%
10.29%
Fund Age
6 yrs 6 mo
4 yrs 2 mo
AUM
₹182.72 Cr
₹9.69 Cr
Alpha – 1 Year
−3.19%
7.73%
Alpha – 3 Years
−5.79%
0.04%
Information Ratio – 3 Years
-1.15
0.09
Volatility – 1 Year
17.17%
17.08%
Volatility – 3 Years
15.94%
16.18%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.99
1.08
Sharpe Ratio – 1 Year
-0.13
0.20
Sharpe Ratio – 3 Years
0.13
0.33
Worst Rolling Year
6.16%
7.39%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.43%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
60
22
Portfolio P/E
19.43
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –