Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Merisis Catalyst Series 1
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
−2.20%
6 Months
17.08%
9.62%
1 Year
3.81%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
3.28%
Fund Age
2 yrs 4 mo
9 mo
AUM
₹129.96 Cr
₹0.81 Cr
Alpha – 1 Year
−0.91%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
—
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
33
8
Portfolio P/E
36.26
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
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%