Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Northern Arc Credit Opportunities Strategy
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
1.23%
6 Months
11.75%
5.08%
1 Year
−2.37%
12.24%
3 Years
17.81%
—
5 Years
14.66%
—
Since Inception
18.91%
11.71%
Fund Age
23 yrs 5 mo
2 yrs 7 mo
AUM
₹3,220.2 Cr
₹6.47 Cr
Alpha – 1 Year
−5.35%
2.34%
Alpha – 3 Years
5.93%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
21.49%
1.78%
Volatility – 3 Years
20.84%
—
Beta – 1 Year
1.07
0.39
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
-0.27
3.43
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
-7.44%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−27.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
94.32%
—
Median Rolling Year
14.52%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 28% · M 48% · S 19%
—
Number of Stocks
27
1
Portfolio P/E
57.85
—
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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