Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.23%
2.21%
6 Months
5.08%
21.04%
1 Year
12.24%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
11.71%
—
Fund Age
2 yrs 7 mo
6 yrs 4 mo
AUM
₹6.47 Cr
₹364.08 Cr
Alpha – 1 Year
2.34%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
1.78%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.39
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
3.43
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%