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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 Month | −3.3% | −2.6% | −0.7% |
| 3 Months | −0.9% | −0.8% | −0.1% |
| 6 Months | +7.3% | +6.5% |
| +0.7% |
| 1 Year | +2.1% | +3.1% | −1.0% |
|---|
| 2 Years | −1.9% | +2.9% | −4.8% |
|---|
| 3 Years (CAGR) | +7.4% | +9.8% | −2.4% |
|---|
| 4 Years (CAGR) | +10.4% | +10.1% | +0.3% |
|---|
| 5 Years (CAGR) | +7.4% | +8.8% | −1.3% |
|---|
| Since launch | +12.8% | +10.1% | +2.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 9-month window · Source: Computed from NAV history
Maximum drawdown: 10.6%
First Global’s story and investment philosophy are on the First Global firm page.
Devina Mehra
Founder, Chairperson & Managing Director
Ms. Devina Mehra is one of the most respected and credible names in the world of investing and research across the world with experience of 30+ years. After setting up India's leading securities & research firm in the '90s, she spearheaded the company's global foray 1999-2000 onwards making First Global the first Asian (ex-Japan) member of the London Stock Exchange & the NASD, going on to set up a truly global research team covering stocks across the Americas, Europe and Asia. She has been quoted extensively not just in the Indian media but also across the world in publications such as The Wall Street Journal, Financial Times, Forbes, Barron's, Business Week etc. She has called out major market turning points time and time again and was an early investor in HDFC Bank, Amazon, Apple, etc. She has an MBA from the storied IIM, Ahmedabad where she was a Gold Medalist and a Graduate Degree in Mathematics, Statistics & English from Lucknow University where she won eight Gold Medals.
Neeraj Khanna
Director and Principal Officer
A Chartered Accountant by profession for the last 33 years, having extensive knowledge and experience in diverse areas, including in the Securities Market, Corporate Finance and Restructuring, Mergers and Acquisitions, Investment Banking, Corporate Management, Corporate Taxation, Financial Engineering and Consultancy. He has been instrumental in channeling Indian Investments abroad as early as in 1999, when Indian investment abroad was an exception. During his tenure as a Director and Group CFO of the First Global Group for the last 22 years, he has established and/or managed multiple lines of businesses including Institutional and Retail broking, Investment Banking, India and Global Portfolio Management Services and Global Funds for sophisticated investors. He has extensive experience in promoting new business ventures and companies in India as well as abroad. He has exhaustive knowledge of various laws including Indian and Global Securities Laws, Direct Tax Laws, Indirect Tax Laws, Corporate Laws etc. As the Director and Group CFO of the First Global Group, he has gained extensive experience in the National as well as International Regulatory framework relating to the securities markets and the laws and procedures laid down by the National and International regulators like the Securities and Exchange Board of India (SEBI), Securities Exchange Commission (SEC) of U.S.A, Financial Service Authority (FSA) of U.K., Cayman Island Monetary Authority (CIMA) to name a few.
Achin Agarwal
Head, Quantitative Research
Mr. Achin Agarwal leads the Quantitative Research, Artificial Intelligence and Machine Learning unit at First Global. He has built scalable quantitative models investing across multiple asset classes and geographies, managing global funds over the past decade. His work spans adaptive investment models, deep learning, natural language processing and advanced computational techniques applied to asset management.
Kavita Thomas
Vice President, Research
Ms. Kavita Thomas has more than 20 years of experience in Equity Research - all at First Global. She has been part of the initial team at FG that conceived and set up a comprehensive global research product 2 decades ago. She started off as a Pharmaceuticals & Biotech analyst winning awards for the same. Since 2013, she has spearheaded the entire fundamental research and fund management team at First Global leading an enthusiastic team of analysts. Research written by her has been featured extensively in the global media including publications like Wall Street Journal, CBS Marketwatch, Business Week, Barron's etc. She has a Bachelor's in Pharmaceuticals as well as an MBA from Mumbai University where she topped the course in all the semesters.
Registration No
INP000006697
Fund Manager
Mr.Neeraj Khanna
Principal Officer
Mr.Neeraj Khanna
Inflow
₹0.00 Cr
Outflow
₹1.30 Cr
Net
₹-1.30 Cr
Not reported — complaint data for this strategy isn't available yet.
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