PMS · Debt · Debt
FIRST--Aggressive strategy
Fund size₹71 Cr
IRRSince inception10.59%
1Y return9.49%
Fund age2 yrs 4 mo
Fund Manager
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
FIRST Aggressive—9.49%9.75%——10.59%
Nifty 500−8.38%5.20%6.10%——6.56%
Excess over benchmark—4.29%3.65%——4.03%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
0.86%
Benchmark approx 2.65%
A standard deviation reflecting historical swings.
Sensitivity
0.22
Beta vs benchmark 1.00 · 78% less reactive
How strongly the scheme moves with the index.
Risk-reward
4.61
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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