A unique approach to investing, wherein Deep Data Science, Artificial Intelligence & Machine Learning are harnessed to unearth trends, patterns, in financial data (structured and unstructured), and then, our Human Intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes, to invest in.
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.
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
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.
AMC: 2%
Hurdle: 10.5%
Profit Sharing: 10%
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
