Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
3.30%
6 Months
5.08%
9.86%
1 Year
12.24%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
11.71%
11.40%
Fund Age
2 yrs 7 mo
8 yrs 7 mo
AUM
₹6.47 Cr
₹119.22 Cr
Alpha – 1 Year
2.34%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
1.78%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
0.39
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
3.43
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−29.07%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
1
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Others · 13.05%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%