PMS · Debt · Debt
FIRST--Conservative strategy
Fund size₹14 Cr
IRRSince inception8.72%
1Y return7.91%
Fund age2 yrs 2 mo
Fund Manager
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
FIRST Conservative—7.91%8.60%——8.72%
Nifty 500−7.78%5.20%6.10%——6.31%
Excess over benchmark—2.71%2.50%——2.41%
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
1.00%
Benchmark approx 2.58%
A standard deviation reflecting historical swings.
Sensitivity
0.34
Beta vs benchmark 1.00 · 66% less reactive
How strongly the scheme moves with the index.
Risk-reward
2.29
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee0.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
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