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|
|First Global Indian Multi-Asset Allocation PMS||3.1%||3.7%||2.5%||4.7%||9.0%||15.7%||15.0%|
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 3M||-||NSE 500||15.0%||70||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||-1.12%||1.97%||58.97%||0.85%||0.59||9.19%||-0.37||1.62%||0.10||48.72 %|
|Nifty 500||-1.11%||3.62%||2.51%||0.58||1.00%||0.06||46.15 %|
|Nifty Midcap 100||-7.24%||6.34%||-0.90%||0.50||-3.49%||-0.17||38.46 %|
|Nifty Smallcap 100||1.56%||12.5%||14.06%||0.46||1.78%||0.07||46.15 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|NIPPON INDIA ETF BANK BEES||8.53|
|State Bank of India||3.70|
|ICICI Bank Ltd||3.31|
|Timken India Ltd||18.01|
|Top 5 Equity Holdings||36.02|
Market Cap Allocation
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATIONBook a call with our PMS AIF Specialists
From the Founders & Managers of First Global PMS
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#Returns as of 30 Apr 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 Mar 23.