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Northern Arc Credit Opportunities Strategy vs Omni Captains

Northern Arc Credit Opportunities Strategy

Omni Captains

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Growth of ₹1 Crore

Northern Arc Credit Opportunities Strategy

Omni Captains

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 9.9%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

10%

Volatility • 1 yr deviation

1 Month

1.23%

−1.52%

6 Months

5.08%

1.67%

1 Year

12.24%

—

3 Years

—

5 Years

—

Since Inception

11.71%

2.75%

Fund Age

2 yrs 7 mo

8 mo

AUM

₹6.47 Cr

₹0.5 Cr

Alpha – 1 Year

2.34%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.78%

—

Volatility – 3 Years

—

Beta – 1 Year

0.39

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.43

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 53% · M 28% · S 20%

Number of Stocks

Portfolio P/E

—

8.80

Top 5 Holdings

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%

HDFC Bank Ltd · 5.50%

Rites Ltd · 3.94%

Bank of Baroda · 3.94%

PNB Housing Finance Ltd · 3.94%

NLC India Ltd · 3.94%

Top Sectors

Others · 13.05%

Financial Services · 76.38%

Capital Goods · 7.88%

Construction · 7.88%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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