Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Tamohara - TRUFFLE
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%
8.72%
6 Months
0.17%
28.59%
1 Year
1.53%
28.02%
3 Years
6.30%
18.67%
5 Years
7.16%
17.18%
Since Inception
16.58%
20.03%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹182.72 Cr
₹221.27 Cr
Alpha – 1 Year
−3.19%
28.37%
Alpha – 3 Years
−5.79%
9.68%
Information Ratio – 3 Years
-1.15
0.87
Volatility – 1 Year
17.17%
22.32%
Volatility – 3 Years
15.94%
17.88%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
-0.13
0.99
Sharpe Ratio – 3 Years
0.13
0.81
Worst Rolling Year
6.16%
13.69%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−24.43%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
60
29
Portfolio P/E
19.43
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –