Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Athena Enhanced Equity Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Athena Enhanced Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.34%
0.26%
6 Months
3.47%
−9.50%
1 Year
1.75%
−3.29%
3 Years
13.37%
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5 Years
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Since Inception
15.09%
10.35%
Fund Age
3 yrs 2 mo
3 yrs
AUM
₹565.02 Cr
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Alpha – 1 Year
−0.83%
−1.41%
Alpha – 3 Years
1.23%
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Information Ratio – 3 Years
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-0.58
Volatility – 1 Year
13.85%
18.87%
Volatility – 3 Years
14.55%
13.83%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
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0.83
Sharpe Ratio – 1 Year
-0.20
-0.28
Sharpe Ratio – 3 Years
0.55
0.36
Worst Rolling Year
12.68%
10.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−16.91%
−17.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
10.15%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 25% · S 20%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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