Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
−2.40%
6 Months
−9.50%
4.20%
1 Year
−3.29%
−1.50%
3 Years
—
17.60%
5 Years
—
—
Since Inception
10.35%
23.60%
Fund Age
3 yrs
3 yrs 7 mo
AUM
—
—
Alpha – 1 Year
−1.41%
−3.50%
Alpha – 3 Years
—
6.90%
Information Ratio – 3 Years
-0.58
0.28
Volatility – 1 Year
18.87%
23.18%
Volatility – 3 Years
13.83%
24.12%
Beta – 1 Year
1.02
1.17
Beta – 3 Years
0.83
1.20
Sharpe Ratio – 1 Year
-0.28
-0.20
Sharpe Ratio – 3 Years
0.36
0.56
Worst Rolling Year
10.04%
17.56%
Value at Worst Rolling Year
₹1.10 Cr
₹1.18 Cr
Deepest Drawdown
−17.19%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
27.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%