Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
0.17%
13.10%
1 Year
1.53%
18.11%
3 Years
6.30%
14.56%
5 Years
7.16%
8.71%
Since Inception
16.58%
13.67%
Fund Age
6 yrs 6 mo
11 yrs 2 mo
AUM
₹182.72 Cr
₹138.06 Cr
Alpha – 1 Year
−3.19%
18.46%
Alpha – 3 Years
−5.79%
5.57%
Information Ratio – 3 Years
-1.15
0.62
Volatility – 1 Year
17.17%
22.83%
Volatility – 3 Years
15.94%
16.72%
Beta – 1 Year
0.97
1.29
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.13
0.61
Sharpe Ratio – 3 Years
0.13
0.55
Worst Rolling Year
6.16%
-8.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−24.43%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.55%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
60
18
Portfolio P/E
19.43
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%