First Global India Multi Asset Allocation PMS Portfolio


Key Attributes

Inception Date: 19 Feb 2020

Number of Stocks: Max 50

Portfolio Manager’s Name: Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team

Portfolio Manager’s Qualification: Ms. Devina Mehra- MBA from IIM Ahmedabad (Gold Medalist). Mr. Shankar Sharma MBA from the Asian Institute of Management, Manila. Finished on Dean’s List.

Portfolio Manager’s Experience: Ms. Devina Mehra and Mr. Shankar Sharma have an experience of more than 30 years each. Mr. Alok Kumar has experience of more than 15 years.

Investment Objective

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.

Investment Strategy

A unique approach to investing, wherein Deep Data Science, Artificial Intelligence & Machine Learning are harnessed to unearth trends, patterns, in financial data (structured and unstructured), and then, our Human Intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes, to invest in.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-1.3%-3.5%-2.9%13.4%21.7%---20.0%
NSE 500-1.2%-1.1%-2.0%9.8%19.4%---13.8%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Reliance Industries Ltd. 1.26
Tube Investments of India Ltd. 1.25
Bharti Airtel Ltd. 1.22
ALKYL Amines Chemicals Ltd. 1.20
Astrazeneca Pharma India Ltd. 1.16
Top 5 Equity Holdings 6.09

Sector Allocation


Holding %
Gold 2.00
Gilt 5.00
Health Care 9.00
Information Technology 17.00
Materials 23.00

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.



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