Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Profusion All Weather 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%
0.84%
6 Months
−9.50%
9.01%
1 Year
−3.29%
12.22%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
12.00%
Fund Age
3 yrs
13 mo
AUM
—
₹64.49 Cr
Alpha – 1 Year
−1.41%
12.59%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
9.50%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.50
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.69
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
—