Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
True Beacon-Flexicap Fundamental Opportunities
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
2.72%
6 Months
5.08%
15.01%
1 Year
12.24%
17.96%
3 Years
—
17.24%
5 Years
—
—
Since Inception
11.71%
18.03%
Fund Age
2 yrs 7 mo
3 yrs 4 mo
AUM
₹6.47 Cr
₹146.81 Cr
Alpha – 1 Year
2.34%
14.98%
Alpha – 3 Years
—
5.35%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
1.78%
19.01%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
0.39
1.02
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
3.43
0.68
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
17.01%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.00%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
1
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%