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)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|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||2Y 7M||-||NSE 500||17.5%||66||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||-1.17%||-1.18%||60%||-2.35%||0.56||9.83%||-0.57||2.45%||0.14||46.67 %|
|Nifty 500||-1.70%||0.37%||-1.33%||0.69||1.09%||0.06||43.33 %|
|Nifty Midcap 100||-5.27%||5.22%||-0.05%||0.57||-2.72%||-0.12||33.33 %|
|Nifty Smallcap 100||0.11%||11.15%||11.26%||0.42||1.13%||0.04||43.33 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|ICICI Bank Ltd||3.32|
|State Bank of India||3.23|
|Reliance Industries Ltd||2.17|
|Tech Mahindra Ltd||1.82|
|Top 5 Equity Holdings||12.54|
Market Cap Allocation
From the Founders & Managers of First Global PMS
Which is the best company through which an investor can invest in First Global India Multi Asset Allocation PMS Portfolio?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 31 Aug 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 Jun 22.