Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
1.12%
6 Months
9.62%
9.15%
1 Year
—
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
3.28%
17.99%
Fund Age
9 mo
3 yrs 4 mo
AUM
₹0.81 Cr
₹113.51 Cr
Alpha – 1 Year
—
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
—
21.57%
Volatility – 3 Years
—
16.25%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
—
0.37
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−19.23%
Recovery Period
—
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 79%
L 33% · M 28% · S 38%
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
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%