Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.23%
6.38%
6 Months
5.08%
30.29%
1 Year
12.24%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
11.71%
23.25%
Fund Age
2 yrs 7 mo
3 yrs 1 mo
AUM
₹6.47 Cr
₹185.04 Cr
Alpha – 1 Year
2.34%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
1.78%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
0.39
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
3.43
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.74%
Recovery Period
—
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
1
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%