Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
−1.41%
6 Months
−9.50%
25.53%
1 Year
−3.29%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
10.35%
20.51%
Fund Age
3 yrs
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−1.41%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
-0.58
1.04
Volatility – 1 Year
18.87%
28.26%
Volatility – 3 Years
13.83%
20.05%
Beta – 1 Year
1.02
1.42
Beta – 3 Years
0.83
1.07
Sharpe Ratio – 1 Year
-0.28
0.79
Sharpe Ratio – 3 Years
0.36
0.87
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
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%