Athena Enhanced
Equity Fund
A Long Only Equity Fund with a Core and Satellite Approach to Investing
The Athena Enhanced Equity Fund is a unique equity fund that combines active stock selection with the strategic use of derivatives to enhance returns and manage risks. By investing in high-quality, long-term growth stocks and employing tactical derivative strategies, the fund aims to outperform the benchmark index.
- Fund Category
- Alternate Investment Fund (AIF)
- Sub Category
- Category III AIF
- Structure
- Open-ended scheme
- Inception Date
- December 2022
- Benchmark
- CRISIL Equity Savings Index
- Exit Option
- Monthly redemptions available
- Fund Manager
- Mr. Dishank Kothari
Investment Objective
Outperforming the Indian
Equity Benchmark
The Athena Enhanced Equity Fund aims to outperform the Nifty 100 TR Index by creating a core portfolio of high quality assets and deploying tactical derivative strategies. Investment Strategy
A Multi-faceted Approach
to Equity Investing
The fund follows a disciplined investment process, focusing on identifying high-quality, long-term growth stocks. The investment team conducts rigorous fundamental analysis to select stocks that are well-positioned to benefit from India's long-term growth story. Additionally, the fund leverages derivatives to enhance returns and manage risks.
About Fund Manager
Gurpreet S Arora
Fund Manager
With over 18 years of multi-cycle experience in active fund management and equity research. He joins us from Aviva Life Insurance India (2019-2024), where he was independently managing the equity
Kaizad Hozdar
Fund Manager, Athena Investments
Backed by 17 years of experience, he excels in equity research, advisory services, and portfolio management.
Key Advantage
A Unique Value Proposition
Active Management
Experienced investment team actively selects and manages the portfolio.
Enhanced Returns
The use of derivatives can potentially boost returns.
Risk Management
A disciplined approach to risk management is employed.
Transparency and Accountability
Regular reporting and communication with investors.
Monthly Strategy Returns
An Opportunity to Generate
Alpha over the Long-term
RETURNS OF THE FUND ARE FOR SHARE CLASS A1 AND ARE NET OF EXPENSES AND GROSS OF TAXES.
*CRISIL Equity Savings IndexStandard Performance (30th September 2024)
Monthly Strategy Returns – Graph Description
This graph presents the monthly strategy returns for the fund. The graph compares the strategy's performance across the months shown in the chart.
The graph should be read together with the corresponding monthly return values provided in the performance data.
Monthly Strategy Returns – Graph Description
The graph shows monthly strategy returns.
| Month | Return |
|---|---|
| April | 2.1% |
RETURNS OF THE FUND ARE FOR SHARE CLASS A1 AND ARE NET OF EXPENSES AND GROSS OF TAXES.
Risk Management Framework
A Disciplined Investment Approach to Mitigate Risks
The Athena Enhanced Equity Fund employs a diligent risk mitigation framework to protect investor capital. Our key risk management measures include:
Diversification
Investing across various sectors.
Large-cap Bias
Focus on stable, established companies to reduce volatility and enhance portfolio stability.
Position Sizing
Limiting exposure to individual stocks.
Regular Monitoring
Continuously monitoring the portfolio and making necessary adjustments.
FAQ
Category III AIFs are Alternative Investment Funds that employ diverse or complex trading strategies, including investments in listed or unlisted derivatives, to achieve the fund objective. They are typically hedge funds and may invest in securities as well as other financial instruments.
Ready to Invest?
Get in Touch with Our Team.
