About the 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. 

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

1m3m6mmax
Current value of ₹ 100 invested once
at launch

Oct 13, 2021

would be
FG-HUM [First Global Human + Machine Model]
₹ 85.99
Equity Large Cap
₹ 86.03
NovDec2022FebMarAprMayJun859095100

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.