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Athena Enhanced Equity Fund vs RATIONAL EQUITY SCHEME - 2

Athena Enhanced Equity Fund

RATIONAL EQUITY SCHEME - 2

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Growth of ₹1 Crore

Athena Enhanced Equity Fund

RATIONAL EQUITY SCHEME - 2

Return for the risk

1 yr return

-10%

-5%

Nifty 500 · -1.9%

Athena Enhanced Equity Fund

-3.3% • vol 18.9%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.26%

4.14%

6 Months

−9.50%

12.88%

1 Year

−3.29%

0.59%

3 Years

—

5 Years

—

Since Inception

10.35%

6.12%

Fund Age

3 yrs

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

−1.41%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

-0.58

—

Volatility – 1 Year

18.87%

23.29%

Volatility – 3 Years

13.83%

—

Beta – 1 Year

1.02

1.16

Beta – 3 Years

0.83

—

Sharpe Ratio – 1 Year

-0.28

-0.11

Sharpe Ratio – 3 Years

0.36

—

Worst Rolling Year

10.04%

—

Value at Worst Rolling Year

₹1.10 Cr

—

Deepest Drawdown

−17.19%

−18.39%

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

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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