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Northern Arc Income Builder Series C vs Valcreate Lifesciences and Specialty Opportunities

Northern Arc Income Builder Series C

Valcreate Lifesciences and Specialty Opportunities

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Return for the risk

3 yrs return

15%

20%

25%

Valcreate Lifesciences and Specialty Opportunities

19.3% • vol 20.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.43%

6.35%

6 Months

8.64%

17.95%

1 Year

—

21.71%

3 Years

—

19.34%

5 Years

—

Since Inception

9.49%

19.34%

Fund Age

2 yrs 7 mo

3 yrs 6 mo

AUM

₹48.67 Cr

₹18.73 Cr

Alpha – 1 Year

—

16.99%

Alpha – 3 Years

—

7.25%

Information Ratio – 3 Years

—

0.85

Volatility – 1 Year

—

22.22%

Volatility – 3 Years

—

20.72%

Beta – 1 Year

—

0.87

Beta – 3 Years

—

0.89

Sharpe Ratio – 1 Year

—

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

—

Portfolio P/E

—

Top 5 Holdings

—

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

—

Fixed Fee

0.60% / yr

2.50% / yr

Performance Fee / Plan

0% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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