Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs IKIGAI Emerging Equity Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
IKIGAI Emerging Equity Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
4.71%
6 Months
−9.50%
17.35%
1 Year
−3.29%
18.21%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
7.53%
Fund Age
3 yrs
2 yrs 2 mo
AUM
—
₹3,837 Cr
Alpha – 1 Year
−1.41%
5.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
—
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
—
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 10% · M 44% · S 45%
Number of Stocks
—
52
Portfolio P/E
—
27.00
Top 5 Holdings
—
Happy Forgings Ltd · 4.85%
ALKYL AMINES CHEMICALS LTD · 3.91%
VST Tillers Tractors Ltd · 3.91%
Kajaria Ceramics Ltd · 3.88%
Century Plyboards India Ltd · 3.63%
Top Sectors
—
Capital Goods · 16.23%
Financial Services · 14.97%
Chemicals · 13.87%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—