Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
2.20%
6 Months
5.08%
6.88%
1 Year
12.24%
5.29%
3 Years
—
8.34%
5 Years
—
9.52%
Since Inception
11.71%
13.35%
Fund Age
2 yrs 7 mo
8 yrs 3 mo
AUM
₹6.47 Cr
₹237.35 Cr
Alpha – 1 Year
2.34%
0.57%
Alpha – 3 Years
—
−3.75%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
1.78%
19.09%
Volatility – 3 Years
—
16.74%
Beta – 1 Year
0.39
1.07
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
3.43
0.09
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
7.37%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−20.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Others · 13.05%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%