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Ambit Anchor vs Merisis Catalyst Series 1

Ambit Anchor

Merisis Catalyst Series 1

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Growth of ₹1 Crore

Ambit Anchor

Merisis Catalyst Series 1

1 Month

0.82%

−2.20%

6 Months

5.27%

9.62%

1 Year

10.43%

—

3 Years

—

5 Years

—

Since Inception

12.59%

3.28%

Fund Age

1 yr 10 mo

9 mo

AUM

₹146.15 Cr

₹0.81 Cr

Alpha – 1 Year

5.23%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 79%

Number of Stocks

—

Portfolio P/E

—

32.20

Top 5 Holdings

Earlysalary · 11.07%

Oxyzo · 9.57%

Keertana Finserv · 8.27%

Vivritri Capital · 8.04%

AYE Finance · 6.94%

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

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Healthcare · 21.28%

Fast Moving Consumer Goods · 19.84%

Utilities · 12.96%

Fixed Fee

—

1.20% / yr

Performance Fee / Plan

—

20% of profit, above 12%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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