Our proprietary investment methodology integrates advanced quantitative techniques, specifically Deep Data Science, Artificial Intelligence, and Machine Learning, to identify emerging trends and patterns within both structured and unstructured financial data. This data-driven insight is then refined by our seasoned investment professionals, leveraging their collective decades of expertise, to construct a carefully curated portfolio of selected equities and asset classes.
This investment strategy aims to generate consistent, low-volatility returns through a diversified approach across various sectors and asset classes. The core of the methodology is Tactical and Dynamic Asset Allocation. It mirrors the India Super 50 Portfolio, augmented by the inclusion of multiple asset classes such as fixed income, oil, and gold. This comprehensive approach is designed to deliver superior returns while maintaining a significantly reduced volatility profile.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 2.06% | 0.10% | 1.96% |
| 3 MONTHS | 5.00% | 3.45% | 1.55% |
| 6 MONTHS | 4.56% | 3.54% | 1.02% |
| 1 YEAR | 5.10% | 9.54% | -4.44% |
| 2 YEAR | 7.49% | 11.18% | -3.69% |
| 3 YEAR | 14.34% | 12.94% | 1.40% |
| 5 YEAR | 14.44% | 12.46% | 1.98% |
| SINCE INCEPTION | 15.04% | 12.54% | 2.50% |
| Year | Return |
|---|---|
| CY 2025 | 5.10% |
| CY 2024 | 9.93% |
| CY 2023 | 29.43% |
| CY 2022 | -3.19% |
| CY 2021 | 35.25% |
| CY 2020 | 16.38% |
| Year | Return |
|---|---|
| FY 26_YTD | 11.60% |
| FY 25 | 3.26% |
| FY 24 | 30.09% |
| FY 23 | 0.08% |
| FY 22 | 23.43% |
| FY 21 | 30.48% |
| FY 20 | -5.73% |
Past performance is not indicative of future results. Returns are subject to market risks.
Co Founder & Fund Manager
Ms. Devina Mehra is a Co-Founder and the Head of Research at First Global. She earned her undergraduate degree in Mathematics, Statistics, and English from Lucknow University. Subsequently, she obtained her Master of Business Administration (MBA) in 1986 from the Indian Institute of Management, Ahmedabad. Ms. Mehra achieved academic distinction, graduating as a gold medalist from both IIM, Ahmedabad and Lucknow University.
AMC: 2%
Hurdle: 10.5%
Profit Sharing: 10%
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
