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Northern Arc Credit Opportunities Strategy vs Wallfort-Kosh Value Fund

Northern Arc Credit Opportunities Strategy

Wallfort-Kosh Value Fund

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Growth of ₹1 Crore

Northern Arc Credit Opportunities Strategy

Wallfort-Kosh Value Fund

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 9.9%

Northern Arc Credit Opportunities Strategy

12.2% • vol 1.8%

Wallfort-Kosh Value Fund

12% • vol 30.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

1.23%

1.45%

6 Months

5.08%

18.06%

1 Year

12.24%

11.98%

3 Years

—

5 Years

—

Since Inception

11.71%

−2.78%

Fund Age

2 yrs 7 mo

1 mo

AUM

₹6.47 Cr

₹4.8 Cr

Alpha – 1 Year

2.34%

7.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.78%

30.31%

Volatility – 3 Years

—

Beta – 1 Year

0.39

1.59

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.43

0.34

Sharpe Ratio – 3 Years

—

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%

Cash & Cash Equivalent · 17.58%

Tata Power Company Ltd · 15.85%

IDFC First Bank Ltd · 11.08%

Aditya Birla Real Estate Ltd · 10.39%

Indian Metals & Ferro Alloys Ltd · 9.83%

Top Sectors

Others · 13.05%

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

10% of profit

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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