Portfolio Management Services (PMS)Compare Schemes
Northern Arc Credit Opportunities Strategy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Northern Arc Credit Opportunities Strategy
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.23%
9.87%
6 Months
5.08%
46.37%
1 Year
12.24%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
11.71%
39.89%
Fund Age
2 yrs 7 mo
20 mo
AUM
₹6.47 Cr
₹147.17 Cr
Alpha – 1 Year
2.34%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
1.78%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.39
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
3.43
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.24%
Recovery Period
—
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Others · 13.05%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%