Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Emkay Emerging Stars Fund - V
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Emkay Emerging Stars Fund - V
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
6.87%
6 Months
−9.50%
12.49%
1 Year
−3.29%
20.74%
3 Years
—
13.62%
5 Years
—
—
Since Inception
10.35%
13.23%
Fund Age
3 yrs
3 yrs 8 mo
AUM
—
—
Alpha – 1 Year
−1.41%
11.62%
Alpha – 3 Years
—
−6.31%
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
21.52%
Volatility – 3 Years
13.83%
16.91%
Beta – 1 Year
1.02
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.73
Sharpe Ratio – 3 Years
0.36
0.52
Worst Rolling Year
10.04%
9.15%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−17.19%
−18.44%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
11.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 32% · M 16% · S 53%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—