AIF · Equity · CAT III - LONG ONLY - LARGE CAP
Athena Enhanced Equity Fund
IRRSince inception10.35%
Alpha (3Y)−1.88%
1Y return-3.29%
Fund age3 yrs
Fund Managers
Growth of₹Cr
Athena Enhanced Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Athena Enhanced Equity | −8.81% | −3.29% | 5.23% | — | — | 10.35% |
| Nifty 500 | −4.83% | −1.88% | 3.36% | — | — | 12.01% |
| Excess over benchmark | −3.98% | −1.41% | 1.87% | — | — | −1.66% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2026.
Risk : What you take on to earn the return
Volatility
13.83%
Benchmark approx 15.00%
A standard deviation reflecting historical swings.
Sensitivity
0.83
Beta vs benchmark 1.00 · 17% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.36
Sharpe
Excess return gained per unit of volatility.
Capture ratio
79 / 81
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.19% from its 30 Dec 2025 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−17.19%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Dec 2025 | 31 Mar 2026 | −17.19% | 91 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Dec 2025
Trough31 Mar 2026
Depth−17.19%
Fell over91 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 May 2026
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