Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Taksh India Enterprising Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
6.14%
6 Months
−9.50%
25.35%
1 Year
−3.29%
19.51%
3 Years
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5 Years
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Since Inception
10.35%
10.22%
Fund Age
3 yrs
1 yr 11 mo
AUM
—
₹553.62 Cr
Alpha – 1 Year
−1.41%
16.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
16.04%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
1.14
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
-6.05%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−17.19%
−12.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
10.15%
3.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 40% · M 18% · S 41%
Number of Stocks
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25
Portfolio P/E
—
48.00
Top 5 Holdings
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Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
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Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
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—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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