First Global India Super 50 Portfolio – (IS50)

Alpha (1Y)	Beta (1Y)	Standard Deviation (1Y)	% of +ve Months (SI)
17.71%	0.74	18.30%	67.24%

Key Portfolio Attributes

Mrs. Devina Mehra

Inception Date: 19 Feb 2020

Number of Stocks: Max 50

Portfolio Manager’s Name: Ms. Devina Mehra, Mr. Achin Agarwal, Mr. Alok Kumar, Ms. Kavita Thomas & Team

Portfolio Manager’s Qualification: Ms. Devina Mehra- MBA from IIM Ahmedabad (Gold Medalist). Mr. Achin Agarwal has an MBA from IIM Bangalore & B.Tech. in Computer Science from IIT Kharagpur. Ms. Kavita Thomas has a B.Pharm. degree plus an MBA from Mumbai University Mr. Alok Kumar has an MBA in Finance from Pune University & CTM from ICFAI, Hyderabad.

Portfolio Manager’s Experience: Ms. Devina Mehra has an experience of more than 30 years. Mr. Achin Agarwal has an experience of more than 10 years Ms. Kavita Thomas has an experience of more than 20 years Mr. Alok Kumar has experience of more than 20 years.

Fund Manager: Ms. Devina Mehra, Mr. Achin Agarwal, Ms. Kavita Thomas , Mr. Alok Kumar

Investment Objective

To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.

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
First Global The India Super 50	-1.59%	-6.00%	8.30%	20.10%	20.84%	13.83%			24.91%
BSE 500 TRI	0.06%	-4.44%	7.87%	27.01%	20.04%	16.85%			20.09%

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 The India Super 50	Multi Cap	Ms. Devina Mehra	11 February 2020	4Y 10M		BSE 500 TRI	24.91%	70	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%	13.17%	67.24%	25.89%	0.67	18.30%	2.67	13.71%	0.95	55.17 %
Nifty 500	6.77%	10.94%		17.71%	0.74			10.51%	0.77	53.45 %
Nifty Midcap 100	-3.03%	11.45%		8.42%	0.69			2.60%	0.17	41.38 %
Nifty Smallcap 100	-4.63%	10.33%		5.70%	0.41			3.72%	0.19	39.66 %

VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings

Holding	%
NIPPON INDIA ETF NIFTY 50 BEES	7.35
NIPPON INDIA ETF NIFTY BANK BEES	5.39
INFOSYS LTD.	4.18
TATA CONSULTANCY SERVICES LTD.	3.97
ORACLE FINANCIAL SERVICES SOFTWARE LTD.	2.76

Sector Allocation

Holding	%
Financials	18.78
Health Care	15.66
Information Technology	14.61
Consumer Discretionary	14.20
Consumer Staples	13.13

Market Cap Allocation

Allocations	%
Large Cap	64.63
Mid Cap	23.85
Small Cap	8.96
Cash	2.64

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of First Global PMS

What to expect from First Global India Super 50 Portfolio (IS-50) PMS?

A pure Multi-cap equity portfolio that consists of a curated list of the best stocks (usually around 40- 50) in the Indian market at any given point in time, based on First Global’s unique Investment Criteria. The portfolio uses FG ExoTech, our proprietary Human + Machine driven quantitative investment model that analyses and selects from a universe of 700 exchange traded Indian stocks that meet minimum market cap and liquidity criteria. Using AI, these criteria are refined, polished, modified, coded to keep in step with changing market themes and conditions. Marrying advanced financial concepts to real world data analysis, First Global’s Risk and Return Optimisation (RARO) Model delivers virtually “free” excess returns or alpha. This combinatorial Human+ Machine approach makes us Neutral. Unbiased. Unemotional. Flexible. Relevant.

Who should invest in First Global India Super 50 Portfolio (IS-50) PMS?

Investors looking for a product that will help grow their hard-earned wealth with minimal risk and that is exactly what we offer. Our FG IS-50 PMS scheme has a volatility which is the lowest when compared with the market and other PMS providers in the market.

Which is the best company through which an investor can invest in First Global India Super 50 Portfolio – (IS50)?

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.

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.

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