Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
1.30%
6 Months
−9.50%
18.99%
1 Year
−3.29%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
33.83%
Fund Age
3 yrs
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
−1.41%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
17.37%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.71
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
-0.03
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−16.66%
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
—
L 47% · M 38% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
India Glycols Ltd · 8.40%
Orient Cement Ltd · 7.70%
Axis Bank Ltd · 7.70%
Shriram Finance Ltd · 7.70%
Bliss GVS Pharma Ltd · 7.60%
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%