ZFunds
For Experts
About Us
Contact Us
Start a Conversation
Alternative Investment Funds (AIF)
Compare Schemes
Edelweiss - Consumer Trends Fund vs IFMR Fimpact Long Term Credit Fund
Benchmark
Download PDF
Edelweiss - Consumer Trends Fund
IFMR Fimpact Long Term Credit Fund
Add Scheme
Growth of
₹1 Crore
Edelweiss - Consumer Trends Fund
IFMR Fimpact Long Term Credit Fund
Since Inception
5Y
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
NIFTY India Consumption Index · 13.9%
Edelweiss - Consumer Trends Fund
13% • vol 16.8%
IFMR Fimpact Long Term Credit Fund
11.6% • vol 4.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
Overview
1 Month
3.12%
10.54%
6 Months
14.64%
10.78%
1 Year
5.62%
10.62%
3 Years
12.98%
11.64%
5 Years
10.85%
12.22%
Since Inception
12.97%
12.38%
Fund Age
5 yrs 3 mo
9 yrs 4 mo
AUM
₹173.62 Cr
₹191.46 Cr
Outerperformance
Alpha – 1 Year
1.78%
—
Alpha – 3 Years
−0.97%
—
Information Ratio – 3 Years
-0.01
-1.21
Risk Ratios
Volatility – 1 Year
21.39%
4.21%
Volatility – 3 Years
16.80%
4.79%
Beta – 1 Year
1.05
-0.01
Beta – 3 Years
0.88
-0.14
Sharpe Ratio – 1 Year
0.10
-1.23
Sharpe Ratio – 3 Years
0.49
-1.17
Worst Rolling Year
8.52%
-0.66%
Value at Worst Rolling Year
₹1.09 Cr
₹0.99 Cr
Deepest Drawdown
−19.22%
—
Recovery Period
122 days
—
Consistency
1-Year Rolling Windows Positive
100.00%
2.05%
Median Rolling Year
12.72%
0.18%
5-Year Rolling Windows Positive
—
73.58%
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 6.58%
Britannia Industries Ltd · 6.22%
Hindustan Unilever Ltd · 6.19%
ITC Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.71%
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%
Fees
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—
Let's start a
conversation
Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.