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First Global - Indian Multi Asset
First Global - Indian Multi Asset

First Global - Indian Multi Asset

  • First Global Finance Pvt Ltd
  • Multi Asset
  • 5
    Out of 7*
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Portfolio age5 years, 10 months
2.77%
2.55%
Hurdle Rate**10.50%
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 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Devina Mehra
  • Manager Rank11 Out of 13
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr0.39%
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
167 Out of 251
Fixed Fee
No Option
Scheme Return
3.06%
Benchmark Return
4.27%
First Global - Indian Multi Asset
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
14 Out of 25
Fixed Fee
No Option
Scheme Return
2.77%
Benchmark Return
2.55%
*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 Oct, 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
10.50%
Profit Sharing
10% on profit above hurdle rate of 10.50%
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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
First Global - Indian Multi Asset
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category Rank
14 Out of 25
Fixed Fee
No Option
Scheme Return
2.77%
Benchmark Return
2.55%
Smartblend ETF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
1.00%
Scheme Return
5.91%
Benchmark Return
4.62%
PlusWealth Fusion
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
4.29%
Benchmark Return
1.52%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
1.50%
Scheme Return
4.21%
Benchmark Return
4.62%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
4.14%
Benchmark Return
2.58%
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 8%
Benchmark
NSE Multi Asset Index 1
Category Rank
5 Out of 25
Fixed Fee
2.25%
Scheme Return
3.99%
Benchmark Return
-2.55%
*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 297.52 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

297.52 (As on Oct, 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
167 Out of 251
Fixed Fee
No Option
Scheme Return
3.06%
Benchmark Return
4.27%
First Global - Indian Multi Asset
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
14 Out of 25
Fixed Fee
No Option
Scheme Return
2.77%
Benchmark Return
2.55%
*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 - Indian Multi Asset?
The hurdle rate of First Global - Indian Multi Asset is 10.50%.
What is the fixed fee charged in First Global - Indian Multi Asset ?
The fixed fee charged in First Global - Indian Multi Asset is No Option.
What is the variable fee charged in First Global - Indian Multi Asset ?
The variable fee charged in First Global - Indian Multi Asset is 2.00%.
What is the profit sharing in First Global - Indian Multi Asset ?
The profit sharing in First Global - Indian Multi Asset is 10% on profit above hurdle rate of 10.50%.
What is the minimum investment in First Global - Indian Multi Asset ?
The minimum investment in First Global - Indian Multi Asset is ₹50 Lacs
What type of scheme is First Global - Indian Multi Asset?
First Global - Indian Multi Asset is an Multiasset scheme. It falls in the Multi Asset category.
What is the inception date of First Global - Indian Multi Asset?
The inception date of First Global - Indian Multi Asset is Feb 11, 2020.
What is the exit load of First Global - Indian Multi Asset?
Exit load is 0%

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