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Citrus Midcap Marvels vs Northern Arc Credit Opportunities Strategy

Citrus Midcap Marvels

Northern Arc Credit Opportunities Strategy

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Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

Volatility • 1 yr deviation

1 Month

−0.33%

1.23%

6 Months

18.87%

5.08%

1 Year

8.88%

12.24%

3 Years

5.83%

—

5 Years

—

Since Inception

5.95%

11.71%

Fund Age

3 yrs

2 yrs 7 mo

AUM

₹34.2 Cr

₹6.47 Cr

Alpha – 1 Year

4.16%

2.34%

Alpha – 3 Years

−6.26%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

1.78%

Volatility – 3 Years

—

Beta – 1 Year

—

0.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

3.43

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

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

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

—

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