Portfolio Management Services (PMS)Compare Schemes
GEOJIT-BEACON PORTFOLIO vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
GEOJIT-BEACON PORTFOLIO
Northern Arc Credit Opportunities Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−2.85%
1.23%
6 Months
4.89%
5.08%
1 Year
5.63%
12.24%
3 Years
—
—
5 Years
—
—
Since Inception
−3.63%
11.71%
Fund Age
2 yrs 1 mo
2 yrs 7 mo
AUM
₹189.12 Cr
₹6.47 Cr
Alpha – 1 Year
0.91%
2.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.99%
1.78%
Volatility – 3 Years
—
—
Beta – 1 Year
1.32
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
3.43
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.68%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · M 8% · S 71%
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Number of Stocks
28
1
Portfolio P/E
—
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Top 5 Holdings
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
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 · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Others · 13.05%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
—
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