Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs IFMR Fimpact Long Term Credit Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
IFMR Fimpact Long Term Credit Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
10.54%
6 Months
10.60%
10.78%
1 Year
55.60%
10.62%
3 Years
27.08%
11.64%
5 Years
—
12.22%
Since Inception
24.03%
12.38%
Fund Age
3 yrs 6 mo
9 yrs 4 mo
AUM
—
₹191.46 Cr
Alpha – 1 Year
19.50%
—
Alpha – 3 Years
7.95%
—
Information Ratio – 3 Years
—
-1.21
Volatility – 1 Year
18.93%
4.21%
Volatility – 3 Years
15.34%
4.79%
Beta – 1 Year
1.03
-0.01
Beta – 3 Years
0.30
-0.14
Sharpe Ratio – 1 Year
2.27
-1.23
Sharpe Ratio – 3 Years
1.40
-1.17
Worst Rolling Year
21.02%
-0.66%
Value at Worst Rolling Year
₹1.21 Cr
₹0.99 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
2.05%
Median Rolling Year
25.36%
0.18%
5-Year Rolling Windows Positive
—
73.58%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
0.00
—
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
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—