Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Narnolia India Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Narnolia India Opportunity Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -1.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
2.09%
6 Months
−9.50%
1.86%
1 Year
−3.29%
7.02%
3 Years
—
18.07%
5 Years
—
16.25%
Since Inception
10.35%
23.48%
Fund Age
3 yrs
17 mo
AUM
—
₹286.51 Cr
Alpha – 1 Year
−1.41%
4.04%
Alpha – 3 Years
—
6.19%
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
13.36%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.72
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.17
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−9.59%
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 54% · M 3% · S 29%
Number of Stocks
—
32
Portfolio P/E
—
18.83
Top 5 Holdings
—
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
Top Sectors
—
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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