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Merisis Catalyst Series 1 vs Shree dynamic plan

Merisis Catalyst Series 1

Shree dynamic plan

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Growth of ₹1 Crore

Merisis Catalyst Series 1

Shree dynamic plan

Return for the risk

3 yrs return

10%

Shree dynamic plan

5.2% • vol 9.9%

10%

20%

Volatility • 3 yrs deviation

1 Month

−2.20%

1.81%

6 Months

9.62%

1.04%

1 Year

—

0.26%

3 Years

—

5.24%

5 Years

—

Since Inception

3.28%

8.72%

Fund Age

9 mo

3 yrs 3 mo

AUM

₹0.81 Cr

₹10.49 Cr

Alpha – 1 Year

—

−5.71%

Alpha – 3 Years

—

−5.66%

Information Ratio – 3 Years

—

-0.42

Volatility – 1 Year

—

12.03%

Volatility – 3 Years

—

9.92%

Beta – 1 Year

—

1.11

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

—

-0.37

Sharpe Ratio – 3 Years

—

0.02

Worst Rolling Year

—

4.93%

Value at Worst Rolling Year

—

₹1.05 Cr

Deepest Drawdown

—

−12.18%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

6.41%

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 79%

—

Number of Stocks

—

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%

—

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%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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