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INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Northern Arc Credit Opportunities Strategy

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Northern Arc Credit Opportunities Strategy

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Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

3.8% • vol 22.2%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.52%

1.23%

6 Months

17.08%

5.08%

1 Year

3.81%

12.24%

3 Years

—

5 Years

—

Since Inception

7.25%

11.71%

Fund Age

2 yrs 4 mo

2 yrs 7 mo

AUM

₹129.96 Cr

₹6.47 Cr

Alpha – 1 Year

−0.91%

2.34%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

22.22%

1.78%

Volatility – 3 Years

—

Beta – 1 Year

1.11

0.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.03

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

—

Number of Stocks

Portfolio P/E

36.26

—

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

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

—

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