Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Steptrade Revolution Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
Nifty 500 · -1.9%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.26%
1.11%
6 Months
−9.50%
12.07%
1 Year
−3.29%
−10.50%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
10.88%
Fund Age
3 yrs
2 yrs 2 mo
AUM
—
₹167 Cr
Alpha – 1 Year
−1.41%
−15.69%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
34.34%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
1.61
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
-0.25
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−31.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
Top 5 Holdings
—
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%