Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Neo Treasury Plus Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Neo Treasury Plus Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · -1.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
1.25%
6 Months
−9.50%
5.92%
1 Year
−3.29%
12.62%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
13.19%
Fund Age
3 yrs
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
−1.41%
13.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
-0.26
Volatility – 1 Year
18.87%
0.71%
Volatility – 3 Years
13.83%
3.07%
Beta – 1 Year
1.02
0.03
Beta – 3 Years
0.83
-0.03
Sharpe Ratio – 1 Year
-0.28
9.16
Sharpe Ratio – 3 Years
0.36
-0.21
Worst Rolling Year
10.04%
4.08%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−17.19%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
5.09%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
0.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%