Invests in small and medium cap businesses with visionary management and potential for exponential growth over a 5 to 7 year period.
+12.83%
3Y annualised returns
+12.52%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Mar '16
Total AUM
₹447.10Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.5%
Cash1.6%
Equity market cap split
Small Cap80.6%
Large Cap7.6%
Mid Cap7.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
NB
N Balaji Vaidyanath
Chief Executive Officer and Chief Investment Officer
View details
About
Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.
Experience
Over a decade of experience in equity markets as a research analyst and portfolio manager.
Investment philosophy
Equity markets, with a fund management style of high conviction, long holding periods, and low churn.
Previously worked at
Sundaram Asset Management
Awards
Consistently outperformed portfolio benchmarks by over 100% across diverse strategies. Maintained a strong track record of staying ahead of the broad market, particularly in bearish phases.