Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
1.23%
6 Months
39.75%
5.08%
1 Year
15.14%
12.24%
3 Years
13.51%
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5 Years
—
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Since Inception
26.22%
11.71%
Fund Age
4 yrs 6 mo
2 yrs 7 mo
AUM
₹81.24 Cr
₹6.47 Cr
Alpha – 1 Year
11.38%
2.34%
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
46.80%
1.78%
Volatility – 3 Years
34.40%
—
Beta – 1 Year
2.21
0.39
Beta – 3 Years
1.57
—
Sharpe Ratio – 1 Year
0.38
3.43
Sharpe Ratio – 3 Years
0.37
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Worst Rolling Year
9.66%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−43.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.78%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
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1
Portfolio P/E
—
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Top 5 Holdings
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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
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Others · 13.05%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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