Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
Money Life - Mas Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
2.70%
6 Months
9.62%
18.50%
1 Year
—
9.19%
3 Years
—
14.83%
5 Years
—
14.00%
Since Inception
3.28%
21.97%
Fund Age
9 mo
6 yrs 10 mo
AUM
₹0.81 Cr
₹147.62 Cr
Alpha – 1 Year
—
9.54%
Alpha – 3 Years
—
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
—
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
—
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
—
0.27
Sharpe Ratio – 3 Years
—
0.51
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
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%
—
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
—
Fixed Fee
1.20% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%