Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
2.64%
6 Months
9.62%
5.29%
1 Year
—
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
3.28%
12.31%
Fund Age
9 mo
3 yrs 11 mo
AUM
₹0.81 Cr
₹56.94 Cr
Alpha – 1 Year
—
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
—
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 79%
—
Number of Stocks
8
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
—
Fixed Fee
1.20% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%