Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.26%
4.52%
6 Months
−9.50%
8.26%
1 Year
−3.29%
4.50%
3 Years
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10.05%
5 Years
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Since Inception
10.35%
10.10%
Fund Age
3 yrs
4 yrs 5 mo
AUM
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₹60.73 Cr
Alpha – 1 Year
−1.41%
4.93%
Alpha – 3 Years
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1.48%
Information Ratio – 3 Years
-0.58
0.19
Volatility – 1 Year
18.87%
15.08%
Volatility – 3 Years
13.83%
14.98%
Beta – 1 Year
1.02
0.81
Beta – 3 Years
0.83
0.93
Sharpe Ratio – 1 Year
-0.28
-0.02
Sharpe Ratio – 3 Years
0.36
0.35
Worst Rolling Year
10.04%
7.06%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−17.19%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 31% · M 22% · S 40%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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