Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Shriram Future GEMS
Return for the risk
1 yr return
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.23%
2.93%
6 Months
5.08%
1.59%
1 Year
12.24%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
11.71%
30.29%
Fund Age
2 yrs 7 mo
18 mo
AUM
₹6.47 Cr
₹0.8 Cr
Alpha – 1 Year
2.34%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
1.78%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.39
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
3.43
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—