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The First Global Indian Multi-Asset Allocation PMS (IMAAP)
First Global Finance Private Limited
20.25 CR AUM
The First Global Indian Multi-Asset Allocation PMS (IMAAP)
First Global Finance Private Limited
20.25 CR AUM
NSE Multi Asset Index 1
Benchmark
6yr 3mo
Age
MULTI_ASSET
Strategy
AMC Charges 2%
Fixed Fees
Hurdle Rate 10.5%
Performance fees 10%
Variable Fees
0%
Exit Load
NSE Multi Asset Index 1
Benchmark
6yr 3mo
Age
MULTI_ASSET
Strategy
AMC Charges 2%
Fixed Fees
Hurdle Rate 10.5%
Performance fees 10%
Variable Fees
0%
Exit Load
devina mehra
Fund Manager
MULTI_ASSETStrategies
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.
Purpose
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 v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
6.41%
1M benchmark return
5.65%
Alpha
0.76%
1M Wealth multiple
1.06x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
6.41%
1M benchmark return
5.65%
Alpha
0.76%
1M Wealth multiple
1.06x
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