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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
  • 115
    Out of 137*
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PMS Bazaar
Portfolio age6 years, 3 months
8.94%
-11.37%
Hurdle Rate**14.00%
Fixed feeNo Option
Min. Investment50 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 30/04/2026)
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
  • Nippon India Etf Nifty Bank Bees5.25%
  • ICICI Bank Ltd3.39%
  • Tech Mahindra Ltd3.15%
  • Punjab National Bank3.13%
  • TVS Motor Company Ltd3%

bt_logoPORTFOLIO MANAGERS

Devina Mehra
  • Manager Rank162 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr6.71%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 39
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
228 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
*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 200.68 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

200.68 (As on Mar, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
228 Out of 270
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.50%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
23 Out of 39
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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%