Compare Schemes

FIRST--Moderate strategy vs Omni Strategic Defence

FIRST--Moderate strategy

Omni Strategic Defence

Add Scheme

Growth of ₹1 Crore

FIRST--Moderate strategy

Omni Strategic Defence

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%

−1.11%

6 Months

4.10%

2.28%

1 Year

8.70%

—

3 Years

—

5 Years

—

Since Inception

9.63%

−1.18%

Fund Age

2 yrs 4 mo

8 mo

AUM

₹98.62 Cr

₹0.5 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 18% · S 42%

Number of Stocks

—

Portfolio P/E

—

21.62

Top 5 Holdings

—

Bharat Heavy Electricals Ltd · 10.00%

NHPC Ltd · 10.00%

Gateway Distriparks Ltd · 10.00%

Larsen & Toubro Ltd · 10.00%

State Bank of India · 10.00%

Top Sectors

—

Capital Goods · 38.00%

Services · 16.00%

Information Technology · 12.00%

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.