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Equirus Flexi Cap Fund vs Merisis Catalyst Series 1

Equirus Flexi Cap Fund

Merisis Catalyst Series 1

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Growth of ₹1 Crore

Equirus Flexi Cap Fund

Merisis Catalyst Series 1

1 Month

4.91%

−2.20%

6 Months

10.01%

9.62%

1 Year

—

3 Years

—

5 Years

—

Since Inception

14.65%

3.28%

Fund Age

9 mo

AUM

₹122.25 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 27% · M 14% · S 55%

S 79%

Number of Stocks

Portfolio P/E

31.90

32.20

Top 5 Holdings

Thangamayil Jewellery Ltd · 7.86%

Blue Star Ltd · 5.43%

R R Kabel Ltd · 5.41%

United Foodbrands Ltd · 4.60%

Welspun Corp Ltd · 4.59%

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

—

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)

2% / 1% / –

3% / 2% / 1%

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