Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Chanakya Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Chanakya Opportunities Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -1.9%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.26%
0.47%
6 Months
−9.50%
8.18%
1 Year
−3.29%
3.90%
3 Years
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—
5 Years
—
—
Since Inception
10.35%
28.15%
Fund Age
3 yrs
3 yrs
AUM
—
₹169 Cr
Alpha – 1 Year
−1.41%
−2.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
29.52%
Volatility – 3 Years
13.83%
41.58%
Beta – 1 Year
1.02
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.09
Sharpe Ratio – 3 Years
0.36
0.66
Worst Rolling Year
10.04%
29.06%
Value at Worst Rolling Year
₹1.10 Cr
₹1.29 Cr
Deepest Drawdown
−17.19%
−16.43%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
29.06%
5-Year Rolling Windows Positive
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Market-Cap Mix
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S 34%
Number of Stocks
—
27
Portfolio P/E
—
17.10
Top 5 Holdings
—
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Top Sectors
—
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Fixed Fee
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—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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