Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Valtrust Momentum
Add SchemeReturn for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.23%
4.78%
6 Months
5.08%
15.08%
1 Year
12.24%
13.63%
3 Years
—
16.91%
5 Years
—
—
Since Inception
11.71%
23.12%
Fund Age
2 yrs 7 mo
3 yrs 7 mo
AUM
₹6.47 Cr
₹78.91 Cr
Alpha – 1 Year
2.34%
8.91%
Alpha – 3 Years
—
4.82%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
1.78%
20.25%
Volatility – 3 Years
—
21.43%
Beta – 1 Year
0.39
1.06
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
3.43
0.47
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−29.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 15% · M 30% · S 55%
Number of Stocks
1
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Others · 13.05%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%