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Ayan-PriceBridge Honeycomb Model vs Merisis Catalyst Series 1

Ayan-PriceBridge Honeycomb Model

Merisis Catalyst Series 1

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Growth of ₹1 Crore

Ayan-PriceBridge Honeycomb Model

Merisis Catalyst Series 1

1 Month

0.30%

−2.20%

6 Months

−0.92%

9.62%

1 Year

—

3 Years

—

5 Years

—

Since Inception

12.90%

3.28%

Fund Age

7 mo

9 mo

AUM

₹3.56 Cr

₹0.81 Cr

Alpha – 1 Year

—

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

L 49% · M 24% · S 9%

S 79%

Number of Stocks

Portfolio P/E

—

32.20

Top 5 Holdings

Motilal Oswal Nifty India Defence ETF · 10.48%

AXIS Gold ETF · 8.74%

HDFC NIFTY PSU BANK ETF · 8.70%

ICICI Pru Silver ETF · 7.86%

ICICI Pru Nifty Infrastructure ETF · 7.63%

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

Financial Services · 23.37%

Others · 16.60%

Capital Goods · 12.18%

Healthcare · 21.28%

Fast Moving Consumer Goods · 19.84%

Utilities · 12.96%

Fixed Fee

2.50% / yr

1.20% / yr

Performance Fee / Plan

Fixed Plan

20% of profit, above 12%

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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