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Northern Arc Credit Opportunities PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Northern Arc Credit Opportunities PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Debt investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 11.67%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Northern Arc Credit Opportunities PMS Strategy or Investment Approach - PMS Details

Strategy Name

Credit Opportunities Strategy

Start Date

29 February 2024

Category

Debt

Benchmark

Crisil Credit Index

AUM (Rs.)

Rs.144.17 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

NA

1 Yr. Return

11.67%

3 Yr. Return

NA

5 Yr. Return

NA

Northern Arc Credit Opportunities Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Northern Arc Credit Opportunities PMS Strategy - Cost or Charges

Fixed Fees

0.6% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

0.00%

Northern Arc Credit Opportunities PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Northern Arc Credit Opportunities Portfolio Strategy - Top 5 Sectors

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