First Global - Indian Multi Asset

First Global Finance Pvt Ltd
MULTI ASSET

6

Out of 9*
Compare
Share

Portfolio age 5 years, 1 months

-7.76%

-3.90%

Hurdle Rate** 10.50%

Fixed fee No Option

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Devina Mehra

Manager Rank 6 Out of 9
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr -5.24%

Profile

Devina Mehra is the Co-Founder and Head of Research at First Global. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University.She completed her MBA in the year 1986 from the storied IIM, Ahmedabad. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.

Other Schemes

1M 3M 6M 1Y 3Y 5Y

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Grid

First Global - Indian Multi Asset

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.50%

Benchmark

NSE Multi Asset Index 1

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Feb 11, 2020

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

No Option

Variable Fee

2.00%

Hurdle Rate

10.50%

Profit Sharing

10% on profit above hurdle rate of 10.50%

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Investment Philosophy

Objective

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.

Investment Approach

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.