Portfolio Management Services (PMS)Compare Schemes
Crest Value Fund vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Crest Value Fund
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
4.67%
1.20%
6 Months
17.33%
13.72%
1 Year
—
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
9.51%
−0.94%
Fund Age
9 mo
14 mo
AUM
₹19.46 Cr
₹136.71 Cr
Alpha – 1 Year
—
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.05%
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%
M 20% · S 80%
Number of Stocks
42
—
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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