Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -1.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
1.88%
6 Months
−9.50%
2.95%
1 Year
−3.29%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
7.07%
Fund Age
3 yrs
2 yrs
AUM
—
—
Alpha – 1 Year
−1.41%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
11.52%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.21
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
-0.82
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−8.22%
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 50%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%