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FIRST--Moderate strategy vs IDPL Wealthy Nivesh Multi-Asset PMS

FIRST--Moderate strategy

IDPL Wealthy Nivesh Multi-Asset PMS

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Growth of ₹1 Crore

FIRST--Moderate strategy

IDPL Wealthy Nivesh Multi-Asset PMS

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

Volatility • 1 yr deviation

1 Month

0.61%

6.88%

6 Months

4.10%

—

1 Year

8.70%

—

3 Years

—

5 Years

—

Since Inception

9.63%

−0.16%

Fund Age

2 yrs 4 mo

5 mo

AUM

₹98.62 Cr

₹7.04 Cr

Alpha – 1 Year

3.50%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

—

Volatility – 3 Years

—

Beta – 1 Year

0.26

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 38% · M 29% · S 25%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Nippon India Large Cap Fund - Direct (G) · 20.00%

Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%

ICICI Pru Business Cycle Fund - Direct (G) · 15.00%

WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%

Mirae Asset Midcap Fund - Direct (G) · 12.50%

Top Sectors

—

Financial Services · 26.48%

Healthcare · 9.47%

Capital Goods · 8.73%

Fixed Fee

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

1% / – / –

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