Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
2.69%
6 Months
9.62%
5.24%
1 Year
—
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
3.28%
13.89%
Fund Age
9 mo
8 yrs 4 mo
AUM
₹0.81 Cr
₹921.15 Cr
Alpha – 1 Year
—
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
—
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
—
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−22.85%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 79%
L 34% · M 28% · S 35%
Number of Stocks
8
35
Portfolio P/E
32.20
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
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%
1% / 1% / 0%