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Merisis Catalyst Series 1 vs MoneyBee-QUEENBEE

Merisis Catalyst Series 1

MoneyBee-QUEENBEE

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Growth of ₹1 Crore

Merisis Catalyst Series 1

MoneyBee-QUEENBEE

Return for the risk

1 yr return

-10%

-5%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−2.20%

1.65%

6 Months

9.62%

18.05%

1 Year

—

−2.50%

3 Years

—

11.39%

5 Years

—

20.90%

Since Inception

3.28%

19.45%

Fund Age

9 mo

19 yrs 2 mo

AUM

₹0.81 Cr

₹108.27 Cr

Alpha – 1 Year

—

−6.26%

Alpha – 3 Years

—

0.49%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.36%

Volatility – 3 Years

—

Beta – 1 Year

—

1.61

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.11

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%

Deep Industries Ltd · 24.32%

K.P. Energy Ltd · 14.58%

Suyog Telematics Ltd · 6.69%

Tejas Networks Ltd · 6.15%

Kilburn Engineering Ltd · 5.22%

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%

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