Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
1.23%
6 Months
10.60%
5.08%
1 Year
2.51%
12.24%
3 Years
7.68%
—
5 Years
9.38%
—
Since Inception
10.51%
11.71%
Fund Age
9 yrs 6 mo
2 yrs 7 mo
AUM
₹804.15 Cr
₹6.47 Cr
Alpha – 1 Year
2.94%
2.34%
Alpha – 3 Years
−0.89%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
1.78%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.23
0.39
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
3.43
Sharpe Ratio – 3 Years
0.20
—
Worst Rolling Year
-3.22%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−26.72%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.55%
—
Median Rolling Year
12.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
—
Number of Stocks
42
1
Portfolio P/E
35.23
—
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—