PMS · Debt · Debt
Northern Arc Income Builder Series B
IRRSince inception10.98%
1Y return9.79%
3Y return10.98%
Fund age4 yrs 1 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Northern Arc Income Builder Series B | — | 9.79% | 10.35% | 10.98% | — | 10.98% |
| Nifty 500 | −8.38% | 10.72% | 10.16% | 10.82% | — | 10.57% |
| Excess over benchmark | — | −0.93% | 0.19% | 0.16% | — | 0.41% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
2.35%
Benchmark approx 0.65%
A standard deviation reflecting historical swings.
Sensitivity
0.51
Beta vs benchmark 1.00 · 49% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.52
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
5
Asset class
Debt
Sector allocation vs. benchmark
Asset weight by sector
Northern Arc Investment Managers Pvt LtdNifty 500
Others
99.99%
As on 31 Oct 2025
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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