Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Carnelian Capital Compounder Fund - 1
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Carnelian Capital Compounder Fund - 1
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
3.09%
6 Months
−9.50%
12.77%
1 Year
−3.29%
16.87%
3 Years
—
26.82%
5 Years
—
20.86%
Since Inception
10.35%
22.48%
Fund Age
3 yrs
7 yrs 2 mo
AUM
—
—
Alpha – 1 Year
−1.41%
15.35%
Alpha – 3 Years
—
16.73%
Information Ratio – 3 Years
-0.58
1.48
Volatility – 1 Year
18.87%
19.51%
Volatility – 3 Years
13.83%
18.47%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.83
1.08
Sharpe Ratio – 1 Year
-0.28
0.62
Sharpe Ratio – 3 Years
0.36
1.03
Worst Rolling Year
10.04%
11.32%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−17.19%
−16.69%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
24.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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L 30% · M 42% · S 28%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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