Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
0.17%
1.92%
1 Year
1.53%
0.43%
3 Years
6.30%
—
5 Years
7.16%
—
Since Inception
16.58%
6.17%
Fund Age
6 yrs 6 mo
2 yrs 2 mo
AUM
₹182.72 Cr
₹22.98 Cr
Alpha – 1 Year
−3.19%
−2.55%
Alpha – 3 Years
−5.79%
—
Information Ratio – 3 Years
-1.15
—
Volatility – 1 Year
17.17%
16.90%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.97
0.96
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.13
-0.22
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
6.16%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.43%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.55%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
60
41
Portfolio P/E
19.43
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%