Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Vedartha Equity Opportunities 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%
−0.10%
6 Months
−9.50%
—
1 Year
−3.29%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
4.39%
Fund Age
3 yrs
15 mo
AUM
—
₹449 Cr
Alpha – 1 Year
−1.41%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
—
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
—
Sharpe Ratio – 3 Years
0.36
—
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
—
L 55% · M 5% · S 32%
Number of Stocks
—
25
Portfolio P/E
—
16.00
Top 5 Holdings
—
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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