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CAPITAL MIND-Altitude (Formerly SmartCore) vs Crest Value Fund

CAPITAL MIND-Altitude (Formerly SmartCore)

Crest Value Fund

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Growth of ₹1 Crore

CAPITAL MIND-Altitude (Formerly SmartCore)

Crest Value Fund

Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.4%

CAPITAL MIND-Altitude (Formerly SmartCore)

6.5% • vol 16.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.11%

4.67%

6 Months

6.28%

17.33%

1 Year

6.51%

—

3 Years

—

5 Years

—

Since Inception

12.15%

9.51%

Fund Age

18 mo

9 mo

AUM

₹33.91 Cr

₹19.46 Cr

Alpha – 1 Year

6.94%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.31%

—

Volatility – 3 Years

—

Beta – 1 Year

0.95

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.13

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−11.89%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 3% · S 86%

Number of Stocks

—

Portfolio P/E

—

46.51

Top 5 Holdings

—

HBL Engineering Ltd · 4.62%

Narayana Hrudayalaya Ltd · 4.06%

Privi Speciality Chemicals Ltd · 3.86%

Shilpa Medicare Ltd · 3.81%

Yatharth Hospital & Trauma Care Services Ltd · 3.66%

Top Sectors

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Fixed Fee

0.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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