Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
0.17%
11.30%
1 Year
1.53%
5.88%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
10.85%
Fund Age
6 yrs 6 mo
2 yrs 5 mo
AUM
₹182.72 Cr
₹45.96 Cr
Alpha – 1 Year
−3.19%
−0.98%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
21.88%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
2.00
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.12
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−19.87%
Recovery Period
Not yet recovered
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
—
L 12% · M 4% · S 66%
Number of Stocks
60
39
Portfolio P/E
19.43
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%