Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Northern Arc Credit Opportunities Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.64%
1.23%
6 Months
5.29%
5.08%
1 Year
2.64%
12.24%
3 Years
8.64%
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5 Years
—
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Since Inception
12.31%
11.71%
Fund Age
3 yrs 11 mo
2 yrs 7 mo
AUM
₹56.94 Cr
₹6.47 Cr
Alpha – 1 Year
−2.08%
2.34%
Alpha – 3 Years
−3.45%
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Information Ratio – 3 Years
-0.33
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Volatility – 1 Year
19.56%
1.78%
Volatility – 3 Years
17.76%
—
Beta – 1 Year
1.08
0.39
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.05
3.43
Sharpe Ratio – 3 Years
0.31
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Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−25.57%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
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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
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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