Why should you invest in this smallcase?

The FG-HUM is a game-changing offering for small and mid-size investors. It is a curated list of 25-30 stocks from India that simplifies your equity investing completely.

 

The engine that drives the portfolio is the FG ExoTech, that is First Global’s proprietary tech stack, which relies on a number of cutting-edge Machine Learning models, with an overlay of decades of human intelligence.

 

It is this model that has provided First Global with the very best performance in the Multi-cap Portfolio Management (PMS) space since inception on both pure returns as well as risk-adjusted returns. The same model is now available to smaller investors

 

This combinatorial approach of Human + Machine helps identify stocks that are best positioned to capture moves in the market that generate higher returns while keeping risks in control.

 

The portfolio is not skewed towards any particular sector or market cap range. In fact, that is the beauty of the approach, that the portfolio is not restricted to any particular set of factors, stocks or sectors. The strategy is to remain flexible and open to portfolio changes without getting attached to the past.

 

This portfolio is usually rebalanced every 3 months, although there would be occasional mid-quarter changes.


On rebalancing date, based on an in-depth analysis of micro and macro data, some stocks leave the basket and other stocks enter. 

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by First Global Finance Private Limited

Past Performance vs 

1m3m6m1y2y3ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

May 9, 2005

would be
FG-HUM [First Global Human + Machine Model]
₹ 9,233.48
Equity Mid & Small Cap
₹ 1,123.50
2006200820102012201420162018202020222,0004,0006,0008,000

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns