To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.81% | 0.77 | 12.71% | 64.06% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| First Global Indian Multi-Asset Allocation PMS | 3.49% | 10.66% | -2.75% | 4.31% | 14.68% | 14.38% | 16.44% | - | 15.38% |
| Nifty Multi Asset Index 1 | 2.41% | 8.67% | 2.64% | 9.38% | 15.24% | 12.88% | 16.26% | - | 12.77% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| First Global Indian Multi-Asset Allocation PMS | Multi Cap | Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team | 11 February 2020 | 5Y 4M | - | Nifty Multi Asset Index 1 | 15.38% | 73 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 9.87% | -16.41% | 64.06% | -6.54% | 0.84 | 12.71% | -0.20 | 0.32% | 0.02 | 46.88 % |
| Nifty 500 | 10.47% | -14.28% | -3.81% | 0.77 | -1.75% | -0.14 | 42.19 % | |||
| Nifty Midcap 100 | 5.33% | -10.62% | -5.29% | 0.61 | -8.58% | -0.52 | 32.81 % | |||
| Nifty Smallcap 100 | 11.11% | -6.69% | 4.42% | 0.48 | -5.56% | -0.27 | 39.06 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI PRUDENTIAL MUTUAL FUND ALL SEASONS BOND FD PL DIRECT PL GROWTH | 5.85 |
| ICICI PRUDENTIAL MUTUAL FUND BANKING AND PSU DEBT FD DIRECT PL GROWTH | 5.79 |
| ICICI PRUDENTIAL MUTUAL FUND FLOATING INTEREST FD DIRECT GROWTH | 5.63 |
| NIPPON INDIA MUTUAL FUND ETF GOLD BEES | 4.80 |
| NIPPON INDIA ETF NIFTY BANK BEES | 4.61 |
Sector Allocation
| Holding | % |
|---|---|
| Fixed Income | 16.57 |
| Financials | 13.77 |
| Information Technology | 12.15 |
| Health Care | 11.92 |
| Consumer Discretionary | 9.73 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 45.97 |
| Mid Cap | 18.03 |
| Small Cap | 7.41 |
| Cash | 28.48 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of First Global PMS
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
