Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.23%
−1.39%
6 Months
5.08%
−2.47%
1 Year
12.24%
1.15%
3 Years
—
8.53%
5 Years
—
8.38%
Since Inception
11.71%
10.13%
Fund Age
2 yrs 7 mo
8 yrs 2 mo
AUM
₹6.47 Cr
₹52.94 Cr
Alpha – 1 Year
2.34%
1.50%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
1.78%
18.43%
Volatility – 3 Years
—
14.27%
Beta – 1 Year
0.39
1.13
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
3.43
-0.13
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
7.57%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−16.90%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 27% · S 1%
Number of Stocks
1
10
Portfolio P/E
—
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Others · 13.05%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%