Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
0.17%
15.01%
1 Year
1.53%
17.96%
3 Years
6.30%
17.24%
5 Years
7.16%
—
Since Inception
16.58%
18.03%
Fund Age
6 yrs 6 mo
3 yrs 4 mo
AUM
₹182.72 Cr
₹146.81 Cr
Alpha – 1 Year
−3.19%
14.98%
Alpha – 3 Years
−5.79%
5.35%
Information Ratio – 3 Years
-1.15
0.78
Volatility – 1 Year
17.17%
19.01%
Volatility – 3 Years
15.94%
16.70%
Beta – 1 Year
0.97
1.02
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.13
0.68
Sharpe Ratio – 3 Years
0.13
0.72
Worst Rolling Year
6.16%
17.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.43%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.57%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
60
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
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%