Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Merisis Catalyst Series 1
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
12.27%
6 Months
9.62%
−1.13%
1 Year
—
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
3.28%
13.07%
Fund Age
9 mo
15 yrs 3 mo
AUM
₹0.81 Cr
—
Alpha – 1 Year
—
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
—
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
—
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.19%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 79%
L 73% · M 20% · S 7%
Number of Stocks
8
23
Portfolio P/E
32.20
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
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%
1.5% / 1% / 0.5%