Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
−0.89%
6 Months
−9.50%
29.38%
1 Year
−3.29%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
10.35%
22.57%
Fund Age
3 yrs
6 yrs 8 mo
AUM
—
—
Alpha – 1 Year
−1.41%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
-0.58
0.70
Volatility – 1 Year
18.87%
23.30%
Volatility – 3 Years
13.83%
18.62%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.83
0.84
Sharpe Ratio – 1 Year
-0.28
1.44
Sharpe Ratio – 3 Years
0.36
1.07
Worst Rolling Year
10.04%
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Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.15%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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