Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
−0.26%
6 Months
−9.50%
0.82%
1 Year
−3.29%
0.28%
3 Years
—
12.21%
5 Years
—
—
Since Inception
10.35%
10.16%
Fund Age
3 yrs
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−1.41%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
-0.58
-0.01
Volatility – 1 Year
18.87%
7.33%
Volatility – 3 Years
13.83%
16.70%
Beta – 1 Year
1.02
0.35
Beta – 3 Years
0.83
0.81
Sharpe Ratio – 1 Year
-0.28
-0.67
Sharpe Ratio – 3 Years
0.36
0.45
Worst Rolling Year
10.04%
12.21%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−17.19%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
16.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 27% · S 24%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—