Portfolio Management Services (PMS)Compare Schemes
Crest Value Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Crest Value Fund
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.67%
2.70%
6 Months
17.33%
4.80%
1 Year
—
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
9.51%
2.40%
Fund Age
9 mo
17 mo
AUM
₹19.46 Cr
₹16.3 Cr
Alpha – 1 Year
—
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.81%
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%
L 61% · M 36%
Number of Stocks
42
25
Portfolio P/E
46.51
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—