Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
1.23%
6 Months
8.20%
5.08%
1 Year
10.87%
12.24%
3 Years
16.09%
—
5 Years
14.49%
—
Since Inception
9.93%
11.71%
Fund Age
8 yrs 9 mo
2 yrs 7 mo
AUM
₹64.23 Cr
₹6.47 Cr
Alpha – 1 Year
7.11%
2.34%
Alpha – 3 Years
5.20%
—
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
21.13%
1.78%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
1.16
0.39
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
3.43
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.69%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−22.93%
—
Recovery Period
496 days
—
1-Year Rolling Windows Positive
90.85%
—
Median Rolling Year
19.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
—
Number of Stocks
42
1
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
—