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Crest Value Fund vs Northern Arc Income Builder Series C

Crest Value Fund

Northern Arc Income Builder Series C

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Growth of ₹1 Crore

Crest Value Fund

Northern Arc Income Builder Series C

1 Month

4.67%

0.43%

6 Months

17.33%

8.64%

1 Year

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3 Years

—

5 Years

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Since Inception

9.51%

9.49%

Fund Age

9 mo

2 yrs 7 mo

AUM

₹19.46 Cr

₹48.67 Cr

Alpha – 1 Year

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Alpha – 3 Years

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Information Ratio – 3 Years

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Volatility – 1 Year

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Volatility – 3 Years

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Beta – 1 Year

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Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

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1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

M 3% · S 86%

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Number of Stocks

—

Portfolio P/E

46.51

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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%

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Top Sectors

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Fixed Fee

2.50% / yr

0.60% / yr

Performance Fee / Plan

Fixed Plan

0% of profit

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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