Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs First Water Capital Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
First Water Capital Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
3.32%
6 Months
−9.50%
10.08%
1 Year
−3.29%
−0.32%
3 Years
—
19.14%
5 Years
—
17.44%
Since Inception
10.35%
28.00%
Fund Age
3 yrs
5 yrs 11 mo
AUM
—
—
Alpha – 1 Year
−1.41%
−5.80%
Alpha – 3 Years
—
2.20%
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
26.96%
Volatility – 3 Years
13.83%
22.84%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
-0.09
Sharpe Ratio – 3 Years
0.36
0.65
Worst Rolling Year
10.04%
19.14%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−17.19%
−26.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
31.39%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 6% · M 12% · S 77%
Number of Stocks
—
21
Portfolio P/E
—
11.90
Top 5 Holdings
—
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
Top Sectors
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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