Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
10.54%
1.92%
6 Months
10.78%
6.21%
1 Year
10.62%
5.06%
3 Years
11.64%
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5 Years
12.22%
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Since Inception
12.38%
18.57%
Fund Age
9 yrs 4 mo
2 yrs 5 mo
AUM
₹191.46 Cr
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Alpha – 1 Year
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Alpha – 3 Years
—
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Information Ratio – 3 Years
-1.21
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Volatility – 1 Year
4.21%
10.66%
Volatility – 3 Years
4.79%
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Beta – 1 Year
-0.01
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Beta – 3 Years
-0.14
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Sharpe Ratio – 1 Year
-1.23
0.14
Sharpe Ratio – 3 Years
-1.17
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Worst Rolling Year
-0.66%
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Value at Worst Rolling Year
₹0.99 Cr
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Deepest Drawdown
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−7.47%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
2.05%
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Median Rolling Year
0.18%
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5-Year Rolling Windows Positive
73.58%
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Market-Cap Mix
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L 46% · M 15% · S 20%
Number of Stocks
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Portfolio P/E
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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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Others · 28.60%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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