Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
1.67%
6 Months
−9.50%
25.48%
1 Year
−3.29%
12.76%
3 Years
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21.04%
5 Years
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Since Inception
10.35%
23.65%
Fund Age
3 yrs
4 yrs 3 mo
AUM
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Alpha – 1 Year
−1.41%
10.81%
Alpha – 3 Years
—
10.39%
Information Ratio – 3 Years
-0.58
0.59
Volatility – 1 Year
18.87%
24.72%
Volatility – 3 Years
13.83%
22.61%
Beta – 1 Year
1.02
1.24
Beta – 3 Years
0.83
1.14
Sharpe Ratio – 1 Year
-0.28
0.38
Sharpe Ratio – 3 Years
0.36
0.65
Worst Rolling Year
10.04%
19.92%
Value at Worst Rolling Year
₹1.10 Cr
₹1.20 Cr
Deepest Drawdown
−17.19%
−24.89%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 7% · M 28% · S 64%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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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