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First Global - The India Super 50
First Global - The India Super 50

First Global - The India Super 50

  • First Global Finance Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 62
    Out of 116*
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Portfolio age5 years, 6 months
3.13%
3.68%
Hurdle Rate**14.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
  • Nippon India Etf Nifty Bank Bees6.19%
  • Nippon India Etf Nifty 50 Bees6.03%
  • Infosys Ltd.3.74%
  • Tata Consultancy Services Ltd.3.36%
  • ICICI Bank Ltd.3.31%

bt_logoPORTFOLIO MANAGERS

Devina Mehra
  • Manager Rank136 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr2.2%
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
  • table
  • Grid
Compare
First Global - The India Super 50
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
159 Out of 250
Fixed Fee
No Option
Scheme Return
3.13%
Benchmark Return
3.68%
First Global - Indian Multi Asset
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
11 Out of 20
Fixed Fee
No Option
Scheme Return
2.23%
Benchmark Return
2.41%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2025)
Inception Date
Feb 11, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.00%
Hurdle Rate
14.00%
Profit Sharing
10% on profit above hurdle rate of 14%
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bt_logoINVESTMENT PHILOSOPHY

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 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
First Global - The India Super 50
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
159 Out of 250
Fixed Fee
No Option
Scheme Return
3.13%
Benchmark Return
3.68%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

First Global Finance Pvt Ltd
First Global Finance Pvt Ltd manages assets worth Rs 333.29 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

333.29 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
First Global - The India Super 50
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
159 Out of 250
Fixed Fee
No Option
Scheme Return
3.13%
Benchmark Return
3.68%
First Global - Indian Multi Asset
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
11 Out of 20
Fixed Fee
No Option
Scheme Return
2.23%
Benchmark Return
2.41%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of First Global - The India Super 50?
The hurdle rate of First Global - The India Super 50 is 14.00%.
What is the fixed fee charged in First Global - The India Super 50 ?
The fixed fee charged in First Global - The India Super 50 is No Option.
What is the variable fee charged in First Global - The India Super 50 ?
The variable fee charged in First Global - The India Super 50 is 2.00%.
What is the profit sharing in First Global - The India Super 50 ?
The profit sharing in First Global - The India Super 50 is 10% on profit above hurdle rate of 14%.
What is the minimum investment in First Global - The India Super 50 ?
The minimum investment in First Global - The India Super 50 is ₹50 Lacs
What type of scheme is First Global - The India Super 50?
First Global - The India Super 50 is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of First Global - The India Super 50?
The inception date of First Global - The India Super 50 is Feb 11, 2020.
What is the exit load of First Global - The India Super 50?
Exit load is 0%

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