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) |
|---|---|---|---|
| -9.56% | 0.64 | 10.09% | 67.24% |
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 | -1.33% | -3.88% | 7.26% | 16.52% | 18.45% | 12.62% | 17.79% | ||
| Nifty Multi Asset Index 1 | 0.13% | -1.08% | 6.56% | 18.52% | 14.23% | 12.09% | 13.56% |
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 | 4Y 10M | Nifty Multi Asset Index 1 | 17.79% | 75 | 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 | 12.72% | -14.1% | 67.24% | -1.38% | 0.61 | 10.09% | 2.16 | 2.37% | 0.17 | 50.00 % |
| Nifty 500 | 6.77% | -16.33% | -9.56% | 0.64 | -0.83% | -0.06 | 43.10 % | |||
| Nifty Midcap 100 | -3.03% | -15.82% | -18.85% | 0.55 | -8.74% | -0.51 | 32.76 % | |||
| Nifty Smallcap 100 | -4.63% | -16.94% | -21.57% | 0.47 | -7.62% | -0.36 | 39.66 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NIPPON INDIA ETF NIFTY 50 BEES | 5.84 |
| ICICI PRUD AMC LTD#ICICI PRUD MF-ICICI PRUD ALL SEASONS BOND FUND-DIRECT-GROWTH | 5.25 |
| ICICI PRU AMC LTD # ICICI PRU MF-ICICI PRU BANKING AND PSU DEBT FUND DIRECT PLAN GROWTH | 5.23 |
| ICICI PRUD AMC LTD#ICICI PRUD MF-ICICI PRUD FLOATING INTEREST FUND-DIRECT-GROWTH | 5.09 |
| NIPPON INDIA ETF NIFTY BANK BEES | 4.10 |
Sector Allocation
| Holding | % |
|---|---|
| Fixed Income | 15.59 |
| Financials | 14.78 |
| Health Care | 12.23 |
| Information Technology | 11.05 |
| Consumer Discretionary | 10.88 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 49.62 |
| Mid Cap | 18.17 |
| Small Cap | 6.73 |
| Cash | 25.58 |
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 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
