Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Merisis Catalyst Series 1
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
−2.20%
6 Months
6.05%
9.62%
1 Year
15.36%
—
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
3.28%
Fund Age
2 yrs 10 mo
9 mo
AUM
₹1.33 Cr
₹0.81 Cr
Alpha – 1 Year
15.71%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
S 79%
Number of Stocks
7
8
Portfolio P/E
—
32.20
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
0.75% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%