Compare Schemes

Northern Arc Money Market Alpha Fund vs Value wise Undiscovered Fund

Northern Arc Money Market Alpha Fund

Value wise Undiscovered Fund

Add Scheme

Growth of ₹1 Crore

Northern Arc Money Market Alpha Fund

Value wise Undiscovered Fund

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%

−0.45%

6 Months

9.38%

8.34%

1 Year

9.19%

10.42%

3 Years

9.65%

—

5 Years

9.51%

—

Since Inception

9.50%

13.56%

Fund Age

7 yrs 6 mo

20 mo

AUM

₹760 Cr

—

Alpha – 1 Year

3.16%

5.08%

Alpha – 3 Years

2.87%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.92%

20.25%

Volatility – 3 Years

6.95%

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

52.26

0.33

Sharpe Ratio – 3 Years

14.31

—

Worst Rolling Year

9.06%

—

Value at Worst Rolling Year

₹1.09 Cr

—

Deepest Drawdown

—

−13.41%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

9.49%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.