Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.48%
0.30%
6 Months
0.17%
26.99%
1 Year
1.53%
26.29%
3 Years
6.30%
27.01%
5 Years
7.16%
—
Since Inception
16.58%
35.84%
Fund Age
6 yrs 6 mo
4 yrs 3 mo
AUM
₹182.72 Cr
₹521.91 Cr
Alpha – 1 Year
−3.19%
28.33%
Alpha – 3 Years
−5.79%
20.36%
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
31.27%
Volatility – 3 Years
15.94%
25.96%
Beta – 1 Year
0.97
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
0.72
Sharpe Ratio – 3 Years
0.13
0.85
Worst Rolling Year
6.16%
27.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.27 Cr
Deepest Drawdown
−24.43%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
60
49
Portfolio P/E
19.43
21.17
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%
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Top Sectors
—
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—