Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
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
0.39%
1.23%
6 Months
5.71%
5.08%
1 Year
−0.97%
12.24%
3 Years
8.86%
—
5 Years
14.20%
—
Since Inception
14.76%
11.71%
Fund Age
10 yrs 5 mo
2 yrs 7 mo
AUM
₹447.76 Cr
₹6.47 Cr
Alpha – 1 Year
−2.83%
2.34%
Alpha – 3 Years
−3.22%
—
Information Ratio – 3 Years
0.04
—
Volatility – 1 Year
24.79%
1.78%
Volatility – 3 Years
21.25%
—
Beta – 1 Year
1.35
0.39
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.14
3.43
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
-13.00%
—
Value at Worst Rolling Year
₹0.87 Cr
—
Deepest Drawdown
−26.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
84.68%
—
Median Rolling Year
19.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 84%
—
Number of Stocks
32
1
Portfolio P/E
33.69
—
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—