Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Matterhorn India Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -1.9%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.26%
3.36%
6 Months
−9.50%
10.52%
1 Year
−3.29%
4.14%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
17.49%
Fund Age
3 yrs
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
−1.41%
0.77%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
25.82%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
1.40
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.06
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
Top 5 Holdings
—
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%