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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
  • 123
    Out of 157*
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Portfolio age 5 years, 1 months
-10.68%
-7.74%
Hurdle Rate** 14.00%
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.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
  • Nippon India Etf Nifty 50 Bees 5.56%
  • Infosys Ltd. 4.58%
  • Tata Consultancy Services Ltd. 4.15%
  • ICICI Bank Ltd. 2.91%
  • Itc Ltd. 2.60%

PORTFOLIO MANAGERS

Devina Mehra
  • Manager Rank 123 Out of 157
    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
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
14 Out of 19
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
170 Out of 236
Fixed Fee
No Option
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 2
-7.76%
-3.90%
NSE Multi Asset Index 1
MULTI ASSET
₹UNDISC. Cr.
1Out of 2
-10.68%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
170 Out of 236
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 236
Fixed Fee
No Option
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 236
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 236
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 236
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 236
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 236
-10.68%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
14.00%
₹UNDISC. Cr.
1Out of 236
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
10%
₹UNDISC. Cr.
1Out of 236
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
No Option
₹112.67 Cr.
1Out of 236
-1.93%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
6%
₹UNDISC. Cr.
1Out of 236
-2.68%
-5.75%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
10.00%
₹UNDISC. Cr.
1Out of 236
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
6% or 25%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

First Global Finance Pvt Ltd
First Global Finance Pvt Ltd manages assets worth Rs 361.41 crores. Its current offering of PMS schemes includes 1 Multi Asset and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

361.41 (As on Feb, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
14 Out of 19
Fixed Fee
No Option
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
170 Out of 236
Fixed Fee
No Option
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 2
-7.76%
-3.90%
NSE Multi Asset Index 1
10.50%
MULTI ASSET
₹UNDISC. Cr.
1Out of 2
-10.68%
-7.74%
S&P BSE 500 TRI
14.00%
MULTI CAP AND FLEXI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’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 Lac
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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