Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.54%
1.41%
6 Months
10.78%
3.27%
1 Year
10.62%
7.91%
3 Years
11.64%
15.60%
5 Years
12.22%
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Since Inception
12.38%
18.19%
Fund Age
9 yrs 4 mo
4 yrs 2 mo
AUM
₹191.46 Cr
—
Alpha – 1 Year
—
8.34%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
-1.21
1.15
Volatility – 1 Year
4.21%
17.57%
Volatility – 3 Years
4.79%
14.47%
Beta – 1 Year
-0.01
1.08
Beta – 3 Years
-0.14
0.98
Sharpe Ratio – 1 Year
-1.23
0.21
Sharpe Ratio – 3 Years
-1.17
0.70
Worst Rolling Year
-0.66%
14.68%
Value at Worst Rolling Year
₹0.99 Cr
₹1.15 Cr
Deepest Drawdown
—
−18.89%
Recovery Period
—
243 days
1-Year Rolling Windows Positive
2.05%
100.00%
Median Rolling Year
0.18%
19.64%
5-Year Rolling Windows Positive
73.58%
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Market-Cap Mix
—
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
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%
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
Others · 28.60%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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