Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs D&B - India Opportunities Multicap Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
D&B - India Opportunities Multicap Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
0.06%
6 Months
−9.50%
11.89%
1 Year
−3.29%
7.39%
3 Years
—
13.60%
5 Years
—
11.50%
Since Inception
10.35%
13.94%
Fund Age
3 yrs
6 yrs 8 mo
AUM
—
₹134.68 Cr
Alpha – 1 Year
−1.41%
8.81%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
-0.58
0.41
Volatility – 1 Year
18.87%
19.90%
Volatility – 3 Years
13.83%
17.79%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.83
1.00
Sharpe Ratio – 1 Year
-0.28
0.18
Sharpe Ratio – 3 Years
0.36
0.47
Worst Rolling Year
10.04%
7.35%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−17.19%
−20.98%
Recovery Period
Not yet recovered
488 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
17.60%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 18% · S 37%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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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