Alternative Investment Funds (AIF)Compare Schemes
Asymmetric India Fund vs Athena Enhanced Equity Fund
Add SchemeGrowth of ₹1 Crore
Asymmetric India Fund
Athena Enhanced Equity Fund
Return for the risk
1 yr return
-10%
-5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.03%
0.26%
6 Months
4.68%
−9.50%
1 Year
—
−3.29%
3 Years
—
—
5 Years
—
—
Since Inception
−2.17%
10.35%
Fund Age
9 mo
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
L 37% · M 11% · S 43%
—
Number of Stocks
38
—
Portfolio P/E
23.90
—
Top 5 Holdings
Larsen & Toubro Ltd · 7.83%
Reliance Industries Ltd · 4.81%
Bharat Electronics Ltd · 4.56%
Canara Bank · 4.26%
Gravita India Ltd · 4.09%
—
Top Sectors
Financial Services · 23.42%
Capital Goods · 14.76%
Automobile and Auto Components · 11.37%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—