Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
−0.19%
6 Months
5.08%
11.46%
1 Year
12.24%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
11.71%
13.34%
Fund Age
2 yrs 7 mo
5 yrs 3 mo
AUM
₹6.47 Cr
₹34.29 Cr
Alpha – 1 Year
2.34%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
1.78%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
0.39
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
3.43
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
1
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Others · 13.05%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 0% / 0%