Merisis Catalyst Series 1
What this strategy is
This is an actively managed, long only investment strategy under the discretionary mandate designed to make concentrated portfolio investments in 8-13 stocks while being completely sector and market capitalization agnostic.
- This strategy₹1.00 Cr
- NIFTY 50 Total Return Index₹1.00 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NIFTY 50 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
This strategyHow often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
A Sharpe of 20.55 means it earned a healthy return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Under the hood — where the money sits
A focused book of about 8 stocks, spread across the market-cap curve.
- Small79%
- Cash / Debt21%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
Merisis Catalyst's Multi and Flexi cap approach leans on valuation discipline — buying solid businesses for less than they are worth and waiting for the gap to close. It is benchmarked to the NIFTY 50 Total Return Index but invests with conviction rather than hugging the index.
A focused book of roughly 8 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is kept in check.
A multi and flexi cap strategy with a mixed but improving profile.
Nyra scores Merisis Catalyst Series 1 6.5/10, on a since-inception CAGR near -4%. Drawdowns have stayed contained — size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Multi and Flexi cap exposure and can sit through equity drawdowns.
A double-digit drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Nov 2025
- Track record
- 0 years
- Category
- Multi and Flexi cap
- Style
- Value
- Benchmark
- NIFTY 50 Total Return Index
- Holdings
- 8 stocks
- Fixed fee
- —
- Performance fee
- 20% over 12.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
Merisis Catalyst Series 1 — common questions
What is Merisis Catalyst Series 1?
Merisis Catalyst Series 1 is a Multi and Flexi cap PMS strategy from Merisis Catalyst. It follows a Value style, is benchmarked to the NIFTY 50 Total Return Index, and carries a Nyra score of 6.5/10.
Who should consider Merisis Catalyst Series 1?
It suits investors with a five-year-plus horizon who want active Multi and Flexi cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Nov 2025) it has compounded at roughly -4% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of 20% over 12.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. Merisis Catalyst is SEBI-registered and reports monthly. This page is information, not investment advice.
