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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
  • 8
    Out of 9*
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PMS Bazaar
Portfolio age6 years, 6 months
1.04%
1.67%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

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

PORTFOLIO MANAGERS

Devina Mehra
  • Manager Rank17 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM206.59
  • Highest Return In 1 Yr4.45%
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)
₹182.72 Cr
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
114 Out of 284
Fixed Fee
No Option
Scheme Return
1.77%
Benchmark Return
2.19%
First Global - Indian Multi Asset
AUM (₹ Cr)
₹23.87 Cr
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 45
Fixed Fee
No Option
Scheme Return
1.04%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
23.87
(As on Jul, 2026)
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

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.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
First Global - Indian Multi Asset
AUM (₹ Cr)
₹23.87 Cr
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category Rank
23 Out of 45
Fixed Fee
No Option
Scheme Return
1.04%
Benchmark Return
1.67%
PlusWealth Catalyst
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
1 Out of 45
Fixed Fee
2.00%
Scheme Return
9.07%
Benchmark Return
1.5%
Smart Cash Flow Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 45
Fixed Fee
No Option
Scheme Return
4.26%
Benchmark Return
1.5%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹12.77 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 45
Fixed Fee
2.50%
Scheme Return
4.24%
Benchmark Return
1.5%
Smartblend ETF
AUM (₹ Cr)
₹6.15 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 45
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
2.36%
Multi Asset Portfolio Ctrl Alt Grow
AUM (₹ Cr)
₹0.29 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 45
Fixed Fee
Upto 2.50%
Scheme Return
2.53%
Benchmark Return
1.5%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

First Global Finance Pvt Ltd
First Global Finance Pvt Ltd manages assets worth Rs 209.63 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

209.63 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
First Global - The India Super 50
AUM (₹ Cr)
₹182.72 Cr
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
114 Out of 284
Fixed Fee
No Option
Scheme Return
1.77%
Benchmark Return
2.19%
First Global - Indian Multi Asset
AUM (₹ Cr)
₹23.87 Cr
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 45
Fixed Fee
No Option
Scheme Return
1.04%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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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