Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.26%
2.59%
6 Months
−9.50%
−3.10%
1 Year
−3.29%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
10.35%
21.43%
Fund Age
3 yrs
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−1.41%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
-0.58
2.06
Volatility – 1 Year
18.87%
16.73%
Volatility – 3 Years
13.83%
14.09%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.83
1.02
Sharpe Ratio – 1 Year
-0.28
-0.15
Sharpe Ratio – 3 Years
0.36
0.56
Worst Rolling Year
10.04%
13.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−17.19%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 100%
Number of Stocks
—
50
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—