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Merisis Catalyst Series 1 vs Nirmal Bang Equity Multi Cap

Merisis Catalyst Series 1

Nirmal Bang Equity Multi Cap

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Growth of ₹1 Crore

Merisis Catalyst Series 1

Nirmal Bang Equity Multi Cap

Return for the risk

1 yr return

30%

35%

40%

Nirmal Bang Equity Multi Cap

35.9% • vol 22.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−2.20%

7.67%

6 Months

9.62%

25.93%

1 Year

—

35.92%

3 Years

—

5 Years

—

Since Inception

3.28%

23.98%

Fund Age

9 mo

2 yrs 10 mo

AUM

₹0.81 Cr

₹213.66 Cr

Alpha – 1 Year

—

31.20%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.87%

Volatility – 3 Years

—

Beta – 1 Year

—

1.05

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.23

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.95%

Recovery Period

—

Not yet recovered

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%

Kovai Medical Center & Hospital Ltd · 5.84%

Kaynes Technology India Ltd · 5.42%

Trent Ltd · 5.05%

Vishal Mega Mart Ltd · 4.93%

Nuvama Wealth Management Ltd · 4.82%

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%

10% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0% / 0%

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