Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
3.29%
6 Months
5.08%
14.68%
1 Year
12.24%
11.65%
3 Years
—
7.09%
5 Years
—
8.41%
Since Inception
11.71%
10.45%
Fund Age
2 yrs 7 mo
10 yrs 5 mo
AUM
₹6.47 Cr
₹24.48 Cr
Alpha – 1 Year
2.34%
12.00%
Alpha – 3 Years
—
−1.90%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
1.78%
20.48%
Volatility – 3 Years
—
16.32%
Beta – 1 Year
0.39
1.11
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
3.43
0.36
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-5.06%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
—
−24.00%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
92.00%
Median Rolling Year
—
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
1
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Others · 13.05%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –