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Maxiom PMS - SPARK Small Cap Quality Growth Strategy vs Northern Arc Credit Opportunities Strategy

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Northern Arc Credit Opportunities Strategy

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Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

6.5% • vol 26%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.70%

1.23%

6 Months

20.34%

5.08%

1 Year

6.50%

12.24%

3 Years

12.52%

—

5 Years

—

Since Inception

14.18%

11.71%

Fund Age

3 yrs 2 mo

2 yrs 7 mo

AUM

₹20.56 Cr

₹6.47 Cr

Alpha – 1 Year

6.85%

2.34%

Alpha – 3 Years

3.53%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

26.04%

1.78%

Volatility – 3 Years

—

Beta – 1 Year

1.29

0.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.05

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

S 100%

—

Number of Stocks

Portfolio P/E

—

Top 5 Holdings

Bajaj Auto Ltd · 6.00%

Solar Industries India Ltd · 5.64%

Bharat Electronics Ltd · 5.46%

Cholamandalam Investment & Finance Company Ltd · 5.00%

Aditya Birla Capital Ltd · 4.90%

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)

0% / 0% / 0%

—

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