Crest Wealth Small Cap Portfolio

Small cap businesses with visionary management

Key Attributes

Inception Date: 11 March 2019

Number of Stocks: 28

Fund Manager Name: Mr. N Balaji Vaidyanath

Fund Manager Experience: 15 years

Fund Manager Qualification: MBA

Investment Objective

Crest Emerging Bluechip Portfolio seeks to invest in small cap businesses with visionary management having potential to scale up and grow exponentially over a 5 to 7 year time frame.

Portfolio Strategy

Quality Management, ROCE greater than Cost of Capital, Growth at Reasonable Price.


Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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