Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
0.17%
9.86%
1 Year
1.53%
32.16%
3 Years
6.30%
19.13%
5 Years
7.16%
12.16%
Since Inception
16.58%
16.12%
Fund Age
6 yrs 6 mo
5 yrs 10 mo
AUM
₹182.72 Cr
₹170.31 Cr
Alpha – 1 Year
−3.19%
27.44%
Alpha – 3 Years
−5.79%
7.04%
Information Ratio – 3 Years
-1.15
0.58
Volatility – 1 Year
17.17%
17.07%
Volatility – 3 Years
15.94%
17.73%
Beta – 1 Year
0.97
0.65
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
-0.13
1.42
Sharpe Ratio – 3 Years
0.13
0.79
Worst Rolling Year
6.16%
0.71%
Value at Worst Rolling Year
₹1.06 Cr
₹1.01 Cr
Deepest Drawdown
−24.43%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
15.55%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
60
18
Portfolio P/E
19.43
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%