Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.54%
−0.80%
6 Months
10.78%
11.80%
1 Year
10.62%
3.20%
3 Years
11.64%
16.54%
5 Years
12.22%
17.70%
Since Inception
12.38%
17.90%
Fund Age
9 yrs 4 mo
5 yrs
AUM
₹191.46 Cr
₹1.34 Cr
Alpha – 1 Year
—
0.82%
Alpha – 3 Years
—
5.33%
Information Ratio – 3 Years
-1.21
0.43
Volatility – 1 Year
4.21%
25.70%
Volatility – 3 Years
4.79%
20.57%
Beta – 1 Year
-0.01
1.33
Beta – 3 Years
-0.14
1.15
Sharpe Ratio – 1 Year
-1.23
0.02
Sharpe Ratio – 3 Years
-1.17
0.57
Worst Rolling Year
-0.66%
16.54%
Value at Worst Rolling Year
₹0.99 Cr
₹1.17 Cr
Deepest Drawdown
—
−21.68%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
2.05%
100.00%
Median Rolling Year
0.18%
24.55%
5-Year Rolling Windows Positive
73.58%
100.00%
Market-Cap Mix
—
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
—
28.69
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%
Cash & Cash Equivalent · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
Others · 28.60%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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