Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
3.40%
6 Months
5.08%
21.77%
1 Year
12.24%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
11.71%
24.82%
Fund Age
2 yrs 7 mo
3 yrs 1 mo
AUM
₹6.47 Cr
₹415.03 Cr
Alpha – 1 Year
2.34%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
1.78%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
0.39
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
3.43
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –