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AMETRA - FACTORALPHA SMALLCAP PMS vs Northern Arc Credit Opportunities Strategy

AMETRA - FACTORALPHA SMALLCAP PMS

Northern Arc Credit Opportunities Strategy

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Northern Arc Credit Opportunities Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

1.23%

6 Months

12.26%

5.08%

1 Year

7.30%

12.24%

3 Years

—

5 Years

—

Since Inception

−4.78%

11.71%

Fund Age

1 yr 10 mo

2 yrs 7 mo

AUM

₹1.85 Cr

₹6.47 Cr

Alpha – 1 Year

2.58%

2.34%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

1.78%

Volatility – 3 Years

—

Beta – 1 Year

1.70

0.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

3.43

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

MIDLAND MICROFIN LIMITED · 52.82%

Spandana Sphoorty Financial Limited · 29.77%

Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%

Krazybee Services Private Limited · 4.36%

Top Sectors

—

Others · 13.05%

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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