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Nippon - (R.I.S.E) vs Northern Arc Money Market Alpha Fund

Nippon - (R.I.S.E)

Northern Arc Money Market Alpha Fund

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Growth of ₹1 Crore

Nippon - (R.I.S.E)

Northern Arc Money Market Alpha Fund

Return for the risk

3 yrs return

10%

15%

Northern Arc Money Market Alpha Fund

9.7% • vol 7%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.17%

8.60%

6 Months

5.06%

9.38%

1 Year

4.68%

9.19%

3 Years

—

9.65%

5 Years

—

9.51%

Since Inception

9.00%

9.50%

Fund Age

17 mo

7 yrs 6 mo

AUM

—

₹760 Cr

Alpha – 1 Year

2.28%

3.16%

Alpha – 3 Years

—

2.87%

Information Ratio – 3 Years

—

Volatility – 1 Year

19.59%

1.92%

Volatility – 3 Years

—

6.95%

Beta – 1 Year

1.05

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.09

52.26

Sharpe Ratio – 3 Years

—

14.31

Worst Rolling Year

—

9.06%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

9.49%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

L 32% · M 20% · S 39%

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Number of Stocks

—

Portfolio P/E

33.73

—

Top 5 Holdings

Cash & Cash Equivalent · 9.40%

ICICI Bank Ltd · 4.96%

HDFC Bank Ltd · 3.58%

Delhivery Ltd · 3.25%

Edelweiss Financial Services Ltd · 3.16%

Navi Finserv Ltd. · 7.62%

Krazybee Services Private Limited · 5.72%

Si Creva Capital · 5.72%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%

Whizdm Finance Private Limited (Money View) · 4.77%

Top Sectors

Financial Services · 34.33%

Capital Goods · 11.68%

Healthcare · 7.90%

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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