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Northern Arc Credit Opportunities Strategy vs Shree dynamic plan

Northern Arc Credit Opportunities Strategy

Shree dynamic plan

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Growth of ₹1 Crore

Northern Arc Credit Opportunities Strategy

Shree dynamic plan

Return for the risk

3 yrs return

10%

Shree dynamic plan

5.2% • vol 9.9%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.23%

1.81%

6 Months

5.08%

1.04%

1 Year

12.24%

0.26%

3 Years

—

5.24%

5 Years

—

Since Inception

11.71%

8.72%

Fund Age

2 yrs 7 mo

3 yrs 3 mo

AUM

₹6.47 Cr

₹10.49 Cr

Alpha – 1 Year

2.34%

−5.71%

Alpha – 3 Years

—

−5.66%

Information Ratio – 3 Years

—

-0.42

Volatility – 1 Year

1.78%

12.03%

Volatility – 3 Years

—

9.92%

Beta – 1 Year

0.39

1.11

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

3.43

-0.37

Sharpe Ratio – 3 Years

—

0.02

Worst Rolling Year

—

4.93%

Value at Worst Rolling Year

—

₹1.05 Cr

Deepest Drawdown

—

−12.18%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

6.41%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

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%

—

Top Sectors

Others · 13.05%

—

Fixed Fee

—

1.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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