Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
1.23%
6 Months
1.74%
5.08%
1 Year
10.49%
12.24%
3 Years
12.80%
—
5 Years
12.91%
—
Since Inception
15.37%
11.71%
Fund Age
7 yrs 7 mo
2 yrs 7 mo
AUM
₹15.96 Cr
₹6.47 Cr
Alpha – 1 Year
10.84%
2.34%
Alpha – 3 Years
3.80%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
19.22%
1.78%
Volatility – 3 Years
17.53%
—
Beta – 1 Year
1.18
0.39
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.34
3.43
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.46%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−19.38%
—
Recovery Period
275 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.63%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 15% · S 21%
—
Number of Stocks
38
1
Portfolio P/E
24.65
—
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—