Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
2.93%
6 Months
9.62%
19.55%
1 Year
—
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
3.28%
23.05%
Fund Age
9 mo
3 yrs 4 mo
AUM
₹0.81 Cr
₹95.08 Cr
Alpha – 1 Year
—
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
—
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 79%
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
—
Fixed Fee
1.20% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 12%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%