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Northern Arc Credit Opportunities Strategy vs Valcreate Growing India

Northern Arc Credit Opportunities Strategy

Valcreate Growing India

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Return for the risk

3 yrs return

10%

15%

Valcreate Growing India

9.5% • vol 21.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

1.23%

3.18%

6 Months

5.08%

5.18%

1 Year

12.24%

3.95%

3 Years

—

9.49%

5 Years

—

Since Inception

11.71%

13.85%

Fund Age

2 yrs 7 mo

3 yrs 6 mo

AUM

₹6.47 Cr

₹16.52 Cr

Alpha – 1 Year

2.34%

−0.77%

Alpha – 3 Years

—

−2.60%

Information Ratio – 3 Years

—

0.20

Volatility – 1 Year

1.78%

25.52%

Volatility – 3 Years

—

21.32%

Beta – 1 Year

0.39

1.24

Beta – 3 Years

—

1.16

Sharpe Ratio – 1 Year

3.43

0.06

Sharpe Ratio – 3 Years

—

0.41

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

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%

Punjab National Bank · 6.72%

Sharda Cropchem Ltd · 6.30%

Swaraj Engines Ltd · 6.12%

Bank of Baroda · 5.94%

Can Fin Homes Ltd · 5.87%

Top Sectors

Others · 13.05%

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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