Compare Schemes

CAPITAL MIND-NRI Surge India vs Northern Arc Credit Opportunities Strategy

CAPITAL MIND-NRI Surge India

Northern Arc Credit Opportunities Strategy

Add Scheme

Growth of ₹1 Crore

CAPITAL MIND-NRI Surge India

Northern Arc Credit Opportunities Strategy

Return for the risk

1 yr return

-10%

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.4%

CAPITAL MIND-NRI Surge India

-5.5% • vol 14.6%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

20%

Volatility • 1 yr deviation

1 Month

−1.59%

1.23%

6 Months

3.30%

5.08%

1 Year

−5.55%

12.24%

3 Years

—

5 Years

—

Since Inception

1.69%

11.71%

Fund Age

15 mo

2 yrs 7 mo

AUM

₹19.47 Cr

₹6.47 Cr

Alpha – 1 Year

−5.12%

2.34%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

14.61%

1.78%

Volatility – 3 Years

—

Beta – 1 Year

0.78

0.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.70

3.43

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.59%

—

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)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.