Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
3.11%
6 Months
5.08%
4.12%
1 Year
12.24%
−0.25%
3 Years
—
10.95%
5 Years
—
10.56%
Since Inception
11.71%
10.62%
Fund Age
2 yrs 7 mo
13 yrs 8 mo
AUM
₹6.47 Cr
₹41.22 Cr
Alpha – 1 Year
2.34%
0.18%
Alpha – 3 Years
—
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
1.78%
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
0.39
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
3.43
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
1
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Others · 13.05%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%