Strength
Paid well for the ride
Sharpe of 2.16 means return more than paid for the volatility on this sample. Sortino sits at 2.16.
Northern ARC Income Builder Series A Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Northern Arc Investment Managers Private Limited
Age: 58 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- 1.33%
- 5Y
- Needs 60 months
- CAGR
- 3.30%
- Max DD
- -0.66%
- Calmar
- 4.99
- Track
- 58 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
3.69%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -0.7%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.
Watch
Wins cluster in fewer months
Hit rate is only +37.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
16.97%
Annualised Return
3.30%
Hit Rate
37.93%
Maximum Drawdown
-0.66%
Annualised Volatility
1.53%
Sharpe Ratio
2.16
Sortino Ratio
2.16
Consistency Score
38.6%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 7.99%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 0.84%
- Average Monthly Return P
- 0.28%
- Geometric Mean Return P
- 0.28%
- Average Drawdown P
- -0.02%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 1 mo
- Return / Max Drawdown P
- 4.99
- Return / Avg Drawdown P
- 148.24
- Ulcer Index P
- 0.12%
- Positive Rolling Periods % P
- 47.37%
- Return Stability Score P
- 225.88
- Return Persistence P
- 0.51
- Worst Rolling 12M Return P
- 0.00%
- Best Rolling 12M Return P
- 9.13%
- Maximum Monthly Loss P
- -0.66%
- Worst 3-Month Period P
- -0.14%
- Worst 6-Month Period P
- 0.00%
- Return Smoothness Index P
- 227.72
- Pain Adjusted Return P
- 148.24%
- Worst Case Investor Entry P
- 0.00%
- Capital Preservation Score P
- 99.34%
- Aggressiveness Score P
- 0.44%
- Recovery Efficiency P
- 4.99
- Downside Volatility R
- 1.21%
- Upside Volatility R
- 0.89%
- Time in Drawdown % R
- 7.02%
- VaR 95% R
- -0.45%
- VaR 99% R
- -0.75%
- CVaR 95% R
- -0.62%
- CVaR 99% R
- -0.75%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.12%
- CAGR per Unit Drawdown R
- 4.99
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.00%
- Return Skewness C
- 0.61
- Return Kurtosis C
- -0.11
- Coefficient of Variation C
- 1.60
- Calmar Ratio C
- 4.99
- Sterling Ratio C
- 10.22
- Burke Ratio C
- 3.75
Filings
Month-end SEBI filings. Missing months stay blank.
NORTHERN ARC INCOME BUILDER SERIES A performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has NORTHERN ARC INCOME BUILDER SERIES A performed?
- NORTHERN ARC INCOME BUILDER SERIES A (Northern Arc Investment Managers Private Limited) shows CAGR 3.30% and max drawdown -0.66% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is NORTHERN ARC INCOME BUILDER SERIES A CAGR / max drawdown?
- CAGR is 3.30%; max drawdown is -0.66%. We only publish CAGR when there are enough months (≥12 on this track of 58 months). Learn more
- Where do NORTHERN ARC INCOME BUILDER SERIES A returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite NORTHERN ARC INCOME BUILDER SERIES A?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more