Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−2.20%
2.59%
6 Months
9.62%
−7.48%
1 Year
—
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
3.28%
2.29%
Fund Age
9 mo
16 mo
AUM
₹0.81 Cr
₹10.89 Cr
Alpha – 1 Year
—
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.29%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 79%
L 47% · M 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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%
3% / 2% / 1%