Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Athena Enhanced Equity Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Athena Enhanced Equity Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
NIFTY Smallcap 250 Index · 6.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
0.26%
6 Months
18.61%
−9.50%
1 Year
6.60%
−3.29%
3 Years
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5 Years
—
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Since Inception
70.59%
10.35%
Fund Age
19 mo
3 yrs
AUM
₹589 Cr
—
Alpha – 1 Year
0.33%
−1.41%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
-0.58
Volatility – 1 Year
31.55%
18.87%
Volatility – 3 Years
—
13.83%
Beta – 1 Year
1.29
1.02
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
0.34
-0.28
Sharpe Ratio – 3 Years
—
0.36
Worst Rolling Year
—
10.04%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−23.49%
−17.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.15%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 88%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
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Top Sectors
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Fixed Fee
—
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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