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AlphaGrep Multi Factor Quant vs Northern Arc Income Builder Series C

AlphaGrep Multi Factor Quant

Northern Arc Income Builder Series C

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Growth of ₹1 Crore

AlphaGrep Multi Factor Quant

Northern Arc Income Builder Series C

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

AlphaGrep Multi Factor Quant

13.9% • vol 15.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.27%

0.43%

6 Months

−2.30%

8.64%

1 Year

1.68%

—

3 Years

13.91%

—

5 Years

—

Since Inception

14.05%

9.49%

Fund Age

3 yrs 10 mo

2 yrs 7 mo

AUM

₹53.78 Cr

₹48.67 Cr

Alpha – 1 Year

−3.04%

—

Alpha – 3 Years

1.82%

—

Information Ratio – 3 Years

0.34

—

Volatility – 1 Year

15.80%

—

Volatility – 3 Years

15.64%

—

Beta – 1 Year

0.86

—

Beta – 3 Years

0.97

—

Sharpe Ratio – 1 Year

-0.15

—

Sharpe Ratio – 3 Years

0.71

—

Worst Rolling Year

15.78%

—

Value at Worst Rolling Year

₹1.16 Cr

—

Deepest Drawdown

−18.40%

—

Recovery Period

275 days

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

20.35%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.25% / yr

0.60% / yr

Performance Fee / Plan

Fixed Plan

0% of profit

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

3% / 2% / 1%

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