Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
10.24%
6 Months
9.62%
31.65%
1 Year
—
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
3.28%
14.51%
Fund Age
9 mo
10 yrs 10 mo
AUM
₹0.81 Cr
₹423.36 Cr
Alpha – 1 Year
—
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
—
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 79%
L 12% · M 6% · S 82%
Number of Stocks
8
62
Portfolio P/E
32.20
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%
0% / 0% / 0%