Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
True-Equity Factor Quant
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%
1.09%
6 Months
0.17%
3.47%
1 Year
1.53%
−3.80%
3 Years
6.30%
11.26%
5 Years
7.16%
—
Since Inception
16.58%
13.40%
Fund Age
6 yrs 6 mo
3 yrs 11 mo
AUM
₹182.72 Cr
₹143.29 Cr
Alpha – 1 Year
−3.19%
−6.78%
Alpha – 3 Years
−5.79%
−0.63%
Information Ratio – 3 Years
-1.15
-0.10
Volatility – 1 Year
17.17%
15.14%
Volatility – 3 Years
15.94%
16.91%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.99
0.99
Sharpe Ratio – 1 Year
-0.13
-0.54
Sharpe Ratio – 3 Years
0.13
0.40
Worst Rolling Year
6.16%
11.18%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−24.43%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%