Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
8.45%
6 Months
5.08%
29.49%
1 Year
12.24%
37.09%
3 Years
—
18.49%
5 Years
—
12.39%
Since Inception
11.71%
18.64%
Fund Age
2 yrs 7 mo
10 yrs 3 mo
AUM
₹6.47 Cr
₹1,760.35 Cr
Alpha – 1 Year
2.34%
32.37%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
1.78%
25.02%
Volatility – 3 Years
—
18.27%
Beta – 1 Year
0.39
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
3.43
1.18
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
1
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Others · 13.05%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%