What this strategy is
1. PIPE Investing Style: Deep due diligence, long term value creation, valuation discipline, high conviction investments. 2. GARP Approach: Sustainable earnings growth, margin of safety, avoiding excessive valuation, focus on compounding capital, balanced risk-reward. 3. Under-Researched Businesses: Low institutional ownership, under researched opportunities, early identification of emerging leaders, information asymmetry-driven opportunities, mispriced intrinsic value. 4. Market Cap & Sector Agnostic: Flexible capital allocation, strict bottom-up stock picking, unconstrained by benchmarks, opportunistic allocation toward attractive risk-reward opportunities
- This strategy₹1.00 Cr
- S&P BSE 500 Index₹1.00 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Index. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
This strategyHow often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
Size the position so a drawdown of that order is one you can sit through.
Under the hood — where the money sits
Spread across the market-cap curve.
- Mid19%
- Small81%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
Crest Value's Flexi Cap approach backs durable compounders with long runways, accepting a fuller multiple for quality and growth visibility. It is benchmarked to the S&P BSE 500 Index but invests with conviction rather than hugging the index.
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is kept in check.
A flexi cap strategy with a mixed but improving profile.
Nyra scores Crest Value Fund 6.7/10, on a since-inception CAGR near -1.3%. Drawdowns have stayed contained — size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Flexi Cap exposure and can sit through equity drawdowns.
A double-digit drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Nov 2025
- Track record
- 0 years
- Category
- Equity: Flexi Cap
- Style
- Growth
- Benchmark
- S&P BSE 500 Index
- Holdings
- —
- Fixed fee
- —
- Performance fee
- No profit share
- Minimum investment
- ₹50 L
- Lock-in / exit
- Nil exit load
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
Crest Value Fund — common questions
What is Crest Value Fund?
Crest Value Fund is a Flexi Cap PMS strategy from Crest Value. It follows a Growth style, is benchmarked to the S&P BSE 500 Index, and carries a Nyra score of 6.7/10.
Who should consider Crest Value Fund?
It suits investors with a five-year-plus horizon who want active Flexi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Nov 2025) it has compounded at roughly -1.3% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of No profit share. Exit / lock-in terms: Nil exit load.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. Crest Value is SEBI-registered and reports monthly. This page is information, not investment advice.
