PMS · Debt · Debt
FIRST--Moderate strategy
Fund size₹99 Cr
IRRSince inception9.63%
1Y return8.70%
Fund age2 yrs 4 mo
Fund Manager
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
FIRST Moderate—8.70%9.44%——9.63%
Nifty 500−9.50%5.20%6.10%——6.45%
Excess over benchmark—3.50%3.34%——3.18%
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
0.83%
Benchmark approx 2.59%
A standard deviation reflecting historical swings.
Sensitivity
0.26
Beta vs benchmark 1.00 · 74% less reactive
How strongly the scheme moves with the index.
Risk-reward
3.58
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 2.00% within 1 year, 1.00% within 2 years. Lock-in: Nil.
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