Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs IFMR Fimpact Long Term Credit Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
IFMR Fimpact Long Term Credit Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
10.54%
6 Months
2.63%
10.78%
1 Year
3.23%
10.62%
3 Years
9.96%
11.64%
5 Years
19.65%
12.22%
Since Inception
21.25%
12.38%
Fund Age
7 yrs 4 mo
9 yrs 4 mo
AUM
₹877.78 Cr
₹191.46 Cr
Alpha – 1 Year
4.78%
—
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
-1.21
Volatility – 1 Year
2.24%
4.21%
Volatility – 3 Years
12.79%
4.79%
Beta – 1 Year
0.11
-0.01
Beta – 3 Years
0.33
-0.14
Sharpe Ratio – 1 Year
-0.98
-1.23
Sharpe Ratio – 3 Years
0.37
-1.17
Worst Rolling Year
9.97%
-0.66%
Value at Worst Rolling Year
₹1.10 Cr
₹0.99 Cr
Deepest Drawdown
−13.39%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
2.05%
Median Rolling Year
35.04%
0.18%
5-Year Rolling Windows Positive
100.00%
73.58%
Market-Cap Mix
L 4% · S 26%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Neogrowth Credit Pvt. Ltd. 13.80% DB REDEEM 28/02/2026 INR 100000 · 10.40%
Satya Microcapital Ltd. 15.75% DB REDEEM 30/05/2025 INR 1000000 · 7.80%
Top Sectors
—
Others · 28.60%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—