Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Nippon - (R.I.S.E)
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Nippon - (R.I.S.E)
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
0.17%
6 Months
−9.50%
5.06%
1 Year
−3.29%
4.68%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
9.00%
Fund Age
3 yrs
17 mo
AUM
—
—
Alpha – 1 Year
−1.41%
2.28%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
19.59%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.09
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 32% · M 20% · S 39%
Number of Stocks
—
47
Portfolio P/E
—
33.73
Top 5 Holdings
—
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
Top Sectors
—
Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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