Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
QED Capital - Alphabets
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
4.25%
6 Months
5.08%
7.44%
1 Year
12.24%
14.27%
3 Years
—
13.32%
5 Years
—
10.94%
Since Inception
11.71%
15.43%
Fund Age
2 yrs 7 mo
5 yrs 4 mo
AUM
₹6.47 Cr
₹21.45 Cr
Alpha – 1 Year
2.34%
9.55%
Alpha – 3 Years
—
1.23%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
1.78%
12.68%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
0.39
0.58
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
3.43
0.70
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
Number of Stocks
1
—
Portfolio P/E
—
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Others · 13.05%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%