Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs SBI AEON ALPHA PMS
Add SchemeReturn for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
0.41%
6 Months
5.08%
20.81%
1 Year
12.24%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
11.71%
14.77%
Fund Age
2 yrs 7 mo
4 yrs 6 mo
AUM
₹6.47 Cr
₹751.68 Cr
Alpha – 1 Year
2.34%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
1.78%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
0.39
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
3.43
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
1
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%