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FIRST--Conservative strategy vs Merisis Catalyst Series 1

FIRST--Conservative strategy

Merisis Catalyst Series 1

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Growth of ₹1 Crore

FIRST--Conservative strategy

Merisis Catalyst Series 1

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

10%

Volatility • 1 yr deviation

1 Month

0.40%

−2.20%

6 Months

3.69%

9.62%

1 Year

7.91%

—

3 Years

—

5 Years

—

Since Inception

8.72%

3.28%

Fund Age

2 yrs 2 mo

9 mo

AUM

₹14.07 Cr

₹0.81 Cr

Alpha – 1 Year

2.71%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.00%

—

Volatility – 3 Years

—

Beta – 1 Year

0.34

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

2.29

—

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

—

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

0.75% / yr

1.20% / yr

Performance Fee / Plan

Fixed Plan

20% of profit, above 12%

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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