Portfolio Management Services (PMS)
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PlusWealth Catalyst vs Pluswealth Fusion

PlusWealth Catalyst
Pluswealth Fusion
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Growth of ₹1 Crore
PlusWealth Catalyst
Pluswealth Fusion
1 Month
11.18%
2.74%
6 Months
61.92%
1.11%
1 Year
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—
3 Years
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5 Years
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Since Inception
80.37%
9.14%
Fund Age
8 mo
10 mo
AUM
₹4.39 Cr
₹29.92 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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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
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%
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