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Maximal Income Fund vs Northern Arc Credit Opportunities Strategy

Maximal Income Fund

Northern Arc Credit Opportunities Strategy

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Growth of ₹1 Crore

Maximal Income Fund

Northern Arc Credit Opportunities Strategy

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 5.5%

Maximal Income Fund

20.4% • vol 8.7%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.24%

1.23%

6 Months

7.09%

5.08%

1 Year

17.57%

12.24%

3 Years

20.39%

—

5 Years

—

Since Inception

19.75%

11.71%

Fund Age

4 yrs 2 mo

2 yrs 7 mo

AUM

₹49.8 Cr

₹6.47 Cr

Alpha – 1 Year

16.32%

2.34%

Alpha – 3 Years

14.92%

—

Information Ratio – 3 Years

1.66

—

Volatility – 1 Year

7.36%

1.78%

Volatility – 3 Years

8.69%

—

Beta – 1 Year

1.50

0.39

Beta – 3 Years

0.91

—

Sharpe Ratio – 1 Year

1.55

3.43

Sharpe Ratio – 3 Years

1.63

—

Worst Rolling Year

18.51%

—

Value at Worst Rolling Year

₹1.19 Cr

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

21.68%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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

1.00% / yr

—

Performance Fee / Plan

15% of profit, above 15%

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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