Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
ValueQuest - Growth
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%
1.42%
6 Months
0.17%
31.94%
1 Year
1.53%
21.84%
3 Years
6.30%
17.21%
5 Years
7.16%
16.75%
Since Inception
16.58%
18.18%
Fund Age
6 yrs 6 mo
13 yrs 5 mo
AUM
₹182.72 Cr
₹2,035.08 Cr
Alpha – 1 Year
−3.19%
18.86%
Alpha – 3 Years
−5.79%
5.32%
Information Ratio – 3 Years
-1.15
0.50
Volatility – 1 Year
17.17%
24.29%
Volatility – 3 Years
15.94%
19.24%
Beta – 1 Year
0.97
1.15
Beta – 3 Years
0.99
1.04
Sharpe Ratio – 1 Year
-0.13
0.70
Sharpe Ratio – 3 Years
0.13
0.65
Worst Rolling Year
6.16%
-15.08%
Value at Worst Rolling Year
₹1.06 Cr
₹0.85 Cr
Deepest Drawdown
−24.43%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
15.55%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
60
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%