Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
2.87%
6 Months
−9.50%
7.84%
1 Year
−3.29%
4.83%
3 Years
—
13.27%
5 Years
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—
Since Inception
10.35%
12.87%
Fund Age
3 yrs
3 yrs 8 mo
AUM
—
₹640.5 Cr
Alpha – 1 Year
−1.41%
1.85%
Alpha – 3 Years
—
1.38%
Information Ratio – 3 Years
-0.58
0.33
Volatility – 1 Year
18.87%
19.79%
Volatility – 3 Years
13.83%
15.73%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
0.83
0.97
Sharpe Ratio – 1 Year
-0.28
0.06
Sharpe Ratio – 3 Years
0.36
0.53
Worst Rolling Year
10.04%
11.94%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−17.19%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 42% · M 13% · S 44%
Number of Stocks
—
182
Portfolio P/E
—
32.80
Top 5 Holdings
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ICICI Bank Ltd · 5.56%
HDFC Bank Ltd · 4.64%
Bharti Airtel Ltd · 4.46%
State Bank of India · 3.14%
Bajaj Finserv Ltd · 2.26%
Top Sectors
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Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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