Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Valcreate Lifesciences and Specialty Opportunities
Northern Arc Credit Opportunities Strategy
Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
6.35%
6 Months
5.08%
17.95%
1 Year
12.24%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
11.71%
19.34%
Fund Age
2 yrs 7 mo
3 yrs 6 mo
AUM
₹6.47 Cr
₹18.73 Cr
Alpha – 1 Year
2.34%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
1.78%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
0.39
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
3.43
0.75
Sharpe Ratio – 3 Years
—
0.85
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
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%