Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · -1.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
1.92%
6 Months
−9.50%
6.21%
1 Year
−3.29%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
10.35%
18.57%
Fund Age
3 yrs
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−1.41%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
10.66%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.14
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.19%
−7.47%
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 46% · M 15% · S 20%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—