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Merisis Catalyst Series 1 vs Omni Barons

Merisis Catalyst Series 1

Omni Barons

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Growth of ₹1 Crore

Merisis Catalyst Series 1

Omni Barons

1 Month

−2.20%

−1.38%

6 Months

9.62%

5.97%

1 Year

—

3 Years

—

5 Years

—

Since Inception

3.28%

6.30%

Fund Age

9 mo

8 mo

AUM

₹0.81 Cr

₹0.57 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

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%

L 27% · M 40% · S 33%

Number of Stocks

Portfolio P/E

32.20

9.23

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%

Power Finance Corporation Ltd · 6.70%

IDFC First Bank Ltd · 6.70%

Union Bank of India · 6.70%

Indian Bank · 6.70%

Central Bank of India · 6.70%

Top Sectors

Healthcare · 21.28%

Fast Moving Consumer Goods · 19.84%

Utilities · 12.96%

Financial Services · 73.20%

Power · 13.40%

Capital Goods · 6.70%

Fixed Fee

1.20% / yr

2.50% / yr

Performance Fee / Plan

20% of profit, above 12%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

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