Compare Schemes

Crest Value Fund vs Fortuna One: Long term Capital Compounding Approach

Crest Value Fund

Fortuna One: Long term Capital Compounding Approach

Add Scheme

Growth of ₹1 Crore

Crest Value Fund

Fortuna One: Long term Capital Compounding Approach

Return for the risk

3 yrs return

20%

25%

30%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

4.67%

4.05%

6 Months

17.33%

16.98%

1 Year

—

13.25%

3 Years

—

23.80%

5 Years

—

Since Inception

9.51%

27.59%

Fund Age

9 mo

3 yrs 1 mo

AUM

₹19.46 Cr

₹90.57 Cr

Alpha – 1 Year

—

8.53%

Alpha – 3 Years

—

11.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

28.81%

Volatility – 3 Years

—

28.81%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.51

Sharpe Ratio – 3 Years

—

0.51

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.75%

Recovery Period

—

36 days

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

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.