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PMS
·
Equity
·
Multi and Flexi cap
Merisis Catalyst Series 1
Fund size
₹1 Cr
IRR
Since inception
3.28%
Minimum investment
₹50 Lakh
Fund age
9 mo
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Fund Manager
Akshay Badjate
Fund Manager, Merisis
Akshay Badjate brings with him 18 years + of rich experience in the field of Indian Capital Markets with a focus on public markets investing. Akshay has previously worked in leadership roles with a focus on product & investment research at early stage fintech companies. He has also worked with a host of reputed global investment banks such as JP MorganChase, Lehman Brothers / Nomura and Kotak Institutional Equities. During his stint at Alphaniti (Now TORUS-Alphaniti) between 2019-2023, Akshay identified and built several multi-bagger investment themes which consistently figured in the top 10 in the Smallcase universe performance rankings. Akshay is a Chartered Accountant by qualification and is extremely passionate about equities. While being highly data driven, Akshay adopts a long-term orientation towards both business and market cycles. His favorite book is "Capital Returns" which has deeply influenced his investment thought process.
Managing AUM
₹12 Cr
Growth of
₹
Cr
Merisis Catalyst Series 1
Since Inception
1Y
Returns: How it has done
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Merisis Catalyst Series 1
−0.82%
—
—
—
—
3.28%
NIFTY 50 TRI
−7.00%
—
—
—
—
−5.02%
Excess over benchmark
6.18%
—
—
—
—
8.30%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Stocks
8
P/E ratio
32.20
P/B ratio
3.00
Dividend yield
0.30%
Avg market cap
₹5,131 Cr
Median market cap
₹2,348 Cr
Asset class
Equity
Allocation
Style box
Sectors
Holdings
Market cap
Large cap
Mid cap
Small cap
79.35%
Cash & others
Fees
Variable
Plan A · Shared upside
Fixed Management Fee
1.20% / yr
Performance Fee
20% of profit
Hurdle Rate
Above 12%
i
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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