Portfolio Management Services (PMS)Compare Schemes
Crest Value Fund vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Crest Value Fund
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.67%
3.17%
6 Months
17.33%
6.78%
1 Year
—
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
9.51%
8.64%
Fund Age
9 mo
3 yrs 2 mo
AUM
₹19.46 Cr
₹66.61 Cr
Alpha – 1 Year
—
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 3% · S 86%
L 90% · M 10%
Number of Stocks
42
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%