Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.26%
0.40%
6 Months
−9.50%
4.71%
1 Year
−3.29%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
10.35%
7.18%
Fund Age
3 yrs
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−1.41%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
-0.58
-0.38
Volatility – 1 Year
18.87%
1.59%
Volatility – 3 Years
13.83%
6.50%
Beta – 1 Year
1.02
0.04
Beta – 3 Years
0.83
-0.12
Sharpe Ratio – 1 Year
-0.28
2.33
Sharpe Ratio – 3 Years
0.36
-0.03
Worst Rolling Year
10.04%
5.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−17.19%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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