Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.54%
0.45%
6 Months
10.78%
16.54%
1 Year
10.62%
4.93%
3 Years
11.64%
20.02%
5 Years
12.22%
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Since Inception
12.38%
24.01%
Fund Age
9 yrs 4 mo
3 yrs 5 mo
AUM
₹191.46 Cr
₹1,778.6 Cr
Alpha – 1 Year
—
1.95%
Alpha – 3 Years
—
8.14%
Information Ratio – 3 Years
-1.21
0.49
Volatility – 1 Year
4.21%
17.28%
Volatility – 3 Years
4.79%
21.44%
Beta – 1 Year
-0.01
0.84
Beta – 3 Years
-0.14
1.05
Sharpe Ratio – 1 Year
-1.23
-0.21
Sharpe Ratio – 3 Years
-1.17
0.67
Worst Rolling Year
-0.66%
20.04%
Value at Worst Rolling Year
₹0.99 Cr
₹1.20 Cr
Deepest Drawdown
—
−26.50%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
2.05%
100.00%
Median Rolling Year
0.18%
22.33%
5-Year Rolling Windows Positive
73.58%
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Market-Cap Mix
—
L 27% · M 38% · S 35%
Number of Stocks
—
27
Portfolio P/E
—
48.87
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%
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
Others · 28.60%
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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