Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
1.23%
6 Months
13.11%
5.08%
1 Year
15.44%
12.24%
3 Years
15.82%
—
5 Years
15.29%
—
Since Inception
15.37%
11.71%
Fund Age
9 yrs 4 mo
2 yrs 7 mo
AUM
₹32.48 Cr
₹6.47 Cr
Alpha – 1 Year
10.72%
2.34%
Alpha – 3 Years
3.73%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
17.99%
1.78%
Volatility – 3 Years
17.45%
—
Beta – 1 Year
0.99
0.39
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.59
3.43
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
-6.27%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−21.15%
—
Recovery Period
474 days
—
1-Year Rolling Windows Positive
92.43%
—
Median Rolling Year
21.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 22% · S 44%
—
Number of Stocks
30
1
Portfolio P/E
30.67
—
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge 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
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—