Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
4.17%
6 Months
5.08%
20.15%
1 Year
12.24%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
11.71%
17.47%
Fund Age
2 yrs 7 mo
5 yrs 8 mo
AUM
₹6.47 Cr
₹112.12 Cr
Alpha – 1 Year
2.34%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
1.78%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
0.39
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
3.43
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−32.53%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
1
28
Portfolio P/E
—
38.78
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%
—
Top Sectors
Others · 13.05%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%