Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
White Oak India Select Equity 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%
4.84%
6 Months
0.17%
7.61%
1 Year
1.53%
−0.76%
3 Years
6.30%
11.28%
5 Years
7.16%
9.58%
Since Inception
16.58%
11.67%
Fund Age
6 yrs 6 mo
7 yrs 11 mo
AUM
₹182.72 Cr
₹12.5 Cr
Alpha – 1 Year
−3.19%
−3.74%
Alpha – 3 Years
−5.79%
−0.61%
Information Ratio – 3 Years
-1.15
-0.06
Volatility – 1 Year
17.17%
20.02%
Volatility – 3 Years
15.94%
16.21%
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.99
0.91
Sharpe Ratio – 1 Year
-0.13
-0.22
Sharpe Ratio – 3 Years
0.13
0.41
Worst Rolling Year
6.16%
8.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.43%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
60
15
Portfolio P/E
19.43
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%