Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Emkay - Capital Builder Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Emkay - Capital Builder Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
6.84%
6 Months
−9.50%
5.01%
1 Year
−3.29%
8.78%
3 Years
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—
5 Years
—
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Since Inception
10.35%
8.70%
Fund Age
3 yrs
2 yrs
AUM
—
₹44.9 Cr
Alpha – 1 Year
−1.41%
5.80%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
17.25%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.90
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.26
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−14.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 62% · M 17% · S 22%
Number of Stocks
—
—
Portfolio P/E
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Top 5 Holdings
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Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
Top Sectors
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Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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