- Manager
- First Global Finance
- Service
- Discretionary
- Asset class
- Equity
Is50
−3.32%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
First Global Finance’s Is50 returned −3.32% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹159 crore across its clients.
Key numbers
- AUM
- ₹159 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.31×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.07% | −5.57% | +1.50% |
| 3 months | −1.90% | −3.59% | +1.69% |
| 6 months | +10.08% | +8.07% | +2.01% |
| 1 year | −3.32% | −2.33% | −0.99% |
| 2 years | −8.38% | −3.93% | −4.45% |
| 3 years | +4.62% | +9.21% | −4.59% |
| 4 years | +8.63% | +11.22% | −2.59% |
| 5 years | +5.49% | +8.91% | −3.42% |
| Since inception | +15.63% | +13.93% | +1.70% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.03%₹157 Cr
- Cash and other0.89%₹1.41 Cr
- Mutual funds0.09%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹12.96 Cr
- Net, Sep 2026
- −₹12.46 Cr
- Net, FY to date
- −₹39.50 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Is50 returned?
−3.32% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.07%; 3 months: −1.90%; 6 months: 10.08%; 1 year: −3.32%; 2 years: −8.38%; 3 years: 4.62%; 4 years: 8.63%; 5 years: 5.49%; Since inception: 15.63%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.99 percentage points behind.
How much does Is50 manage?
₹159 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Is50?
First Global Finance, a SEBI-registered portfolio manager (INP000006697), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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