Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
10.24%
6 Months
5.08%
31.65%
1 Year
12.24%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
11.71%
14.51%
Fund Age
2 yrs 7 mo
10 yrs 10 mo
AUM
₹6.47 Cr
₹423.36 Cr
Alpha – 1 Year
2.34%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
1.78%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
0.39
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
3.43
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
1
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Others · 13.05%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%