Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
Tradeswift - Sparkling Gems
1 Month
−2.20%
−0.05%
6 Months
9.62%
23.02%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
3.28%
13.86%
Fund Age
9 mo
10 mo
AUM
₹0.81 Cr
₹13.6 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
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1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 79%
S 97%
Number of Stocks
8
29
Portfolio P/E
32.20
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%
2% / 1.5% / 1%