Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs ITI - Long Short Equity Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
ITI - Long Short Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.26%
−0.31%
6 Months
−9.50%
−3.98%
1 Year
−3.29%
−3.55%
3 Years
—
10.56%
5 Years
—
8.20%
Since Inception
10.35%
11.86%
Fund Age
3 yrs
8 yrs 4 mo
AUM
—
—
Alpha – 1 Year
−1.41%
−2.13%
Alpha – 3 Years
—
2.82%
Information Ratio – 3 Years
-0.58
0.29
Volatility – 1 Year
18.87%
6.95%
Volatility – 3 Years
13.83%
8.51%
Beta – 1 Year
1.02
0.29
Beta – 3 Years
0.83
0.49
Sharpe Ratio – 1 Year
-0.28
-1.24
Sharpe Ratio – 3 Years
0.36
0.61
Worst Rolling Year
10.04%
9.80%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−17.19%
−9.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
14.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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