Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
3.42%
6 Months
0.17%
2.89%
1 Year
1.53%
2.59%
3 Years
6.30%
10.39%
5 Years
7.16%
8.86%
Since Inception
16.58%
11.13%
Fund Age
6 yrs 6 mo
5 yrs 6 mo
AUM
₹182.72 Cr
₹63.54 Cr
Alpha – 1 Year
−3.19%
−0.39%
Alpha – 3 Years
−5.79%
−1.50%
Information Ratio – 3 Years
-1.15
-0.34
Volatility – 1 Year
17.17%
16.68%
Volatility – 3 Years
15.94%
13.79%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.99
0.88
Sharpe Ratio – 1 Year
-0.13
-0.09
Sharpe Ratio – 3 Years
0.13
0.40
Worst Rolling Year
6.16%
6.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.43%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
60
40
Portfolio P/E
19.43
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%