Fund Snapshot
| Parameter | Details |
| PMS Provider Name | CREST CAPITAL MANAGEMENT PRIVATE LIMITED |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 04/11/2025 |
| Age | 7 Months |
| AUM (CR) | ₹17.74 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
Our investment strategy is centered on India's growth trajectory, aiming to capitalize on its journey towards becoming a 5 trillion-dollar economy. The Crest Value Fund will focus on long-term investments by evaluating macroeconomic trends, emerging sectors, and company fundamentals. The portfolio will align with India's progressive growth areas, such as infrastructure, railways, power, and other key sectors. This approach leverages India's upward economic momentum while acknowledging global market interdependencies. Combining scientific analysis with insights into India's economic ascent, we remain agile to safeguard retail investors' interests.
Fund Philosophy
Macroeconomic Alignment
The fund continuously analyzes top-down macroeconomic trends to position capital alongside India's structural journey toward a 5 trillion-dollar economic footprint. This systematic review ensures the portfolio absorbs sustained structural tailwinds across global and domestic business cycles.
India Growth Capitalization
A primary cornerstone of the strategy involves investing exclusively in progressive domestic industries that drive national modernization. Sectoral allocation is deliberately tilted toward core capital-intensive themes, including modern railways, robust power grids, and nationwide infrastructure development.
Fundamental Bottom-Up Selection
While macro landscapes dictate general industry preferences, individual business entries are anchored firmly on fundamental research. The evaluation emphasizes picking businesses with resilient balance sheets, deep operational advantages, and highly reliable corporate management teams.
Global Market Synthesis
The portfolio management team balances local macroeconomic optimism with careful assessments of global interdependencies. By tracking international supply chain variations, interest rate moves, and global trade flows, the strategy mitigates geopolitical and external macroeconomic shocks.
Scientific and Agile Safeguards
The strategy introduces disciplined scientific data analysis to optimize transaction execution and ongoing risk monitoring. This quantitative rigor is combined with active management agility, allowing the fund to quickly rotate assets to safeguard investor equity during sudden corrections.
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Crest Value Fund
Benchmark: BSE 500 TRI
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CREST CAPITAL MANAGEMENT PRIVATE LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹19.46 | 0.68 | 9.72 | 11.39 | NA | NA | NA | NA | NA | 4.63 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | NA | NA | NA | NA | NA | -1.11 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Gaurav Arora
• 12+ years of professional experience in equity markets • Prior experience with Equirus PMS, Avendus Wealth Management & Kotak Institutional Equities • Instrumental in scaling up firm PMS offerings • Deep expertise in portfolio construction and risk management • Focused on delivering consistent alpha generation • PGDM from IIM Calcutta
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
To open an investment account within the Crest Value Fund framework, investors are required to commit a minimum capital threshold of ₹50,00,000 (INR 50 Lakhs), matching the standard statutory requirement for PMS platforms in India.
The underlying equity strategy of the Crest Value Fund measures its absolute capital growth, alpha generation, and investment volatility against the BSE 500 TRI (Total Returns Index).
The Crest Value Fund targets core sectors positioned to drive India’s expanding economy forward, maintaining active portfolio concentrations across infrastructure, heavy railways, national power grids, and linked cyclical growth spaces.
The Crest Value Fund combines structural bottom-up fundamental validation with global macroeconomic mapping, using scientific data analysis to stay highly agile and protect capital when global dependencies experience sudden volatility.
The Crest Value Fund registered a formal market inception date of November 4, 2025, giving the core public equity strategy an operational age of approximately 7 months.