First Global Finance PMS strategies
First Global Finance runs 2 portfolio management strategies listed with APMI, managing ₹199 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| First Global India Super 50 (FG-IS50) | Equity | Devina Mehra | ₹178 Cr | +6.30% | -5.79 pts | 2% fixed or 10% of profits over 14% | ₹50 Lakhs | Aug 2026 |
| The First Global Indian Multi-Asset Allocation PMS (IMAAP) | Multi Asset | — | ₹20.25 Cr | +12.03% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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