Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Northern Arc Credit Opportunities Strategy
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.86%
1.23%
6 Months
3.14%
5.08%
1 Year
14.41%
12.24%
3 Years
16.50%
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5 Years
—
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Since Inception
17.99%
11.71%
Fund Age
3 yrs 2 mo
2 yrs 7 mo
AUM
₹19.19 Cr
₹6.47 Cr
Alpha – 1 Year
14.84%
2.34%
Alpha – 3 Years
7.93%
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Information Ratio – 3 Years
1.26
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Volatility – 1 Year
16.65%
1.78%
Volatility – 3 Years
14.41%
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Beta – 1 Year
0.95
0.39
Beta – 3 Years
0.95
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Sharpe Ratio – 1 Year
0.57
3.43
Sharpe Ratio – 3 Years
0.78
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Worst Rolling Year
16.17%
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Value at Worst Rolling Year
₹1.16 Cr
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Deepest Drawdown
−18.49%
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Recovery Period
257 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
17.49%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 52% · M 24% · S 17%
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Number of Stocks
48
1
Portfolio P/E
—
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Top 5 Holdings
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
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
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Others · 13.05%
Fixed Fee
0.35% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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