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Northern Arc Money Market Alpha Fund vs UTI Real Estate Opportunites Fund I (ROF I)

Northern Arc Money Market Alpha Fund

UTI Real Estate Opportunites Fund I (ROF I)

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Growth of ₹1 Crore

Northern Arc Money Market Alpha Fund

UTI Real Estate Opportunites Fund I (ROF I)

Return for the risk

3 yrs return

10%

15%

Nifty 500 · 6.8%

Northern Arc Money Market Alpha Fund

9.7% • vol 7%

10%

20%

Volatility • 3 yrs deviation

1 Month

8.60%

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6 Months

9.38%

—

1 Year

9.19%

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3 Years

9.65%

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5 Years

9.51%

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Since Inception

9.50%

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Fund Age

7 yrs 6 mo

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AUM

₹760 Cr

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Alpha – 1 Year

3.16%

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Alpha – 3 Years

2.87%

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Information Ratio – 3 Years

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Volatility – 1 Year

1.92%

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Volatility – 3 Years

6.95%

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Beta – 1 Year

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Beta – 3 Years

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Sharpe Ratio – 1 Year

52.26

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Sharpe Ratio – 3 Years

14.31

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Worst Rolling Year

9.06%

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Value at Worst Rolling Year

₹1.09 Cr

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Deepest Drawdown

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Recovery Period

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1-Year Rolling Windows Positive

100.00%

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Median Rolling Year

9.49%

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5-Year Rolling Windows Positive

100.00%

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Market-Cap Mix

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Number of Stocks

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Portfolio P/E

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Top 5 Holdings

Navi Finserv Ltd. · 7.62%

Krazybee Services Private Limited · 5.72%

Si Creva Capital · 5.72%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%

Whizdm Finance Private Limited (Money View) · 4.77%

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Top Sectors

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Fixed Fee

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Performance Fee / Plan

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Exit Load (Y1 / Y2 / Y3)

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