Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
0.91%
6 Months
5.08%
22.17%
1 Year
12.24%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
11.71%
22.14%
Fund Age
2 yrs 7 mo
7 yrs 4 mo
AUM
₹6.47 Cr
₹1,280.4 Cr
Alpha – 1 Year
2.34%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
1.78%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
0.39
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
3.43
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−26.42%
Recovery Period
—
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
1
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Others · 13.05%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%