Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
NIEO 8 (Unlimited India)
Return for the risk
1 yr return
-10%
-5%
0%
5%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
1.46%
6 Months
−9.50%
4.35%
1 Year
−3.29%
−1.91%
3 Years
—
9.43%
5 Years
—
—
Since Inception
10.35%
15.43%
Fund Age
3 yrs
4 yrs 1 mo
AUM
—
—
Alpha – 1 Year
−1.41%
−4.31%
Alpha – 3 Years
—
−1.77%
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
15.55%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.86
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
-0.44
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 35% · M 15% · S 44%
Number of Stocks
—
44
Portfolio P/E
—
35.37
Top 5 Holdings
—
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
Top Sectors
—
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—