Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.54%
2.91%
6 Months
10.78%
8.52%
1 Year
10.62%
−1.69%
3 Years
11.64%
21.12%
5 Years
12.22%
—
Since Inception
12.38%
27.36%
Fund Age
9 yrs 4 mo
3 yrs 4 mo
AUM
₹191.46 Cr
₹100 Cr
Alpha – 1 Year
—
−5.06%
Alpha – 3 Years
—
8.57%
Information Ratio – 3 Years
-1.21
0.22
Volatility – 1 Year
4.21%
26.41%
Volatility – 3 Years
4.79%
25.24%
Beta – 1 Year
-0.01
1.39
Beta – 3 Years
-0.14
1.04
Sharpe Ratio – 1 Year
-1.23
-0.02
Sharpe Ratio – 3 Years
-1.17
0.67
Worst Rolling Year
-0.66%
21.12%
Value at Worst Rolling Year
₹0.99 Cr
₹1.21 Cr
Deepest Drawdown
—
−21.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
2.05%
100.00%
Median Rolling Year
0.18%
26.37%
5-Year Rolling Windows Positive
73.58%
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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
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%