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Bharat Value Fund Series IV vs IFMR Fimpact Long Term Credit Fund

Bharat Value Fund Series IV

IFMR Fimpact Long Term Credit Fund

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Growth of ₹1 Crore

Bharat Value Fund Series IV

IFMR Fimpact Long Term Credit Fund

Return for the risk

3 yrs return

10%

15%

IFMR Fimpact Long Term Credit Fund

11.6% • vol 4.8%

10%

Volatility • 3 yrs deviation

1 Month

—

10.54%

6 Months

—

10.78%

1 Year

—

10.62%

3 Years

—

11.64%

5 Years

—

12.22%

Since Inception

—

12.38%

Fund Age

—

9 yrs 4 mo

AUM

—

₹191.46 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

-1.21

Volatility – 1 Year

—

4.21%

Volatility – 3 Years

—

4.79%

Beta – 1 Year

—

-0.01

Beta – 3 Years

—

-0.14

Sharpe Ratio – 1 Year

—

-1.23

Sharpe Ratio – 3 Years

—

-1.17

Worst Rolling Year

—

-0.66%

Value at Worst Rolling Year

—

₹0.99 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

2.05%

Median Rolling Year

—

0.18%

5-Year Rolling Windows Positive

—

73.58%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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