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Crest Value Fund vs MoneyGrow Asset-Blend

Crest Value Fund

MoneyGrow Asset-Blend

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Growth of ₹1 Crore

Crest Value Fund

MoneyGrow Asset-Blend

Return for the risk

1 yr return

10%

15%

20%

MoneyGrow Asset-Blend

15.3% • vol 33.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

4.67%

3.90%

6 Months

17.33%

20.99%

1 Year

—

15.26%

3 Years

—

5 Years

—

Since Inception

9.51%

−0.87%

Fund Age

9 mo

2 yrs

AUM

₹19.46 Cr

₹5.92 Cr

Alpha – 1 Year

—

15.61%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

33.28%

Volatility – 3 Years

—

Beta – 1 Year

—

1.67

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.42

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−25.38%

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

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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