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a99 Investment AIF Trust - Fund III vs Athena Enhanced Equity Fund

a99 Investment AIF Trust - Fund III

Athena Enhanced Equity Fund

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Growth of ₹1 Crore

a99 Investment AIF Trust - Fund III

Athena Enhanced Equity Fund

Return for the risk

1 yr return

-10%

-5%

Athena Enhanced Equity Fund

-3.3% • vol 18.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

0.26%

6 Months

—

−9.50%

1 Year

—

−3.29%

3 Years

—

5 Years

—

Since Inception

—

10.35%

Fund Age

—

3 yrs

AUM

—

Alpha – 1 Year

—

−1.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

-0.58

Volatility – 1 Year

—

18.87%

Volatility – 3 Years

—

13.83%

Beta – 1 Year

—

1.02

Beta – 3 Years

—

0.83

Sharpe Ratio – 1 Year

—

-0.28

Sharpe Ratio – 3 Years

—

0.36

Worst Rolling Year

—

10.04%

Value at Worst Rolling Year

—

₹1.10 Cr

Deepest Drawdown

—

−17.19%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

10.15%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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