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) |
|---|---|---|---|
| -1.94% | 0.56 | 8.47% | 61.9% |
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 | 1.18% | 9.60% | 18.71% | 18.04% | 8.60% | 17.74% | - | - | 17.62% |
| NSE 500 | -0.17% | 4.69% | 10.50% | 7.93% | 7.45% | 14.71% | - | - | 11.80% |
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 | 3Y 7M | - | NSE 500 | 17.62% | 76 | 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 | 3.17% | -3.98% | 61.9% | -0.81% | 0.57 | 8.47% | 2.02 | 1.53% | 0.10 | 47.62 % |
| Nifty 500 | 1.79% | -3.73% | -1.94% | 0.56 | 0.24% | 0.02 | 45.24 % | |||
| Nifty Midcap 100 | -8.95% | -5.42% | -14.37% | 0.47 | -5.94% | -0.31 | 35.71 % | |||
| Nifty Smallcap 100 | -4.20% | -3.33% | -7.53% | 0.45 | -1.28% | -0.05 | 42.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI Bank Ltd | 3.32 |
| State Bank of India | 3.23 |
| Reliance Industries Ltd | 2.17 |
| Raymond Ltd | 2.00 |
| Tech Mahindra Ltd | 1.82 |
| Top 5 Equity Holdings | 12.54 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 18.00 |
| Financials | 17.00 |
| Fixed Income | 17.00 |
| Materials | 8.00 |
| GOLD | 6.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.20 |
| Mid Cap | 23.10 |
| Small Cap | 13.20 |
| Cash | 25.50 |
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 August 2023. 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 23.
