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MOAT - UpperCrust Wealth Fund
MOAT - UpperCrust Wealth Fund

MOAT - UpperCrust Wealth Fund

  • Moat Financial Services Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 21
    Out of 168*
  • Compare
    Compare
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Portfolio age3 years, 10 months
0.94%
4.27%
Hurdle Rate**0.00%
Fixed fee2.75%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Biju John
  • Manager Rank21 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM251.58999999999997
  • Highest Return In 1 Yr4.41%
Profile

Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Moat Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.

Other Schemes
  • table
  • Grid
Compare
Moat - Emerging Moat
AUM (₹ Cr)
₹58.14 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
174 Out of 251
Fixed Fee
2.00%
Scheme Return
2.95%
Benchmark Return
4.27%
MOAT - Special Opportunities Fund
AUM (₹ Cr)
₹13.71 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 251
Fixed Fee
2.00%
Scheme Return
2.64%
Benchmark Return
4.27%
Moat - Moderate Compounders
AUM (₹ Cr)
₹17.22 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
188 Out of 251
Fixed Fee
2.00%
Scheme Return
2.6%
Benchmark Return
4.27%
UpperCrust Growth Fund
AUM (₹ Cr)
₹48.95 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
21 Out of 25
Fixed Fee
2.75%
Scheme Return
1.86%
Benchmark Return
2.55%
MOAT - UpperCrust Wealth Fund
AUM (₹ Cr)
₹113.57 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
238 Out of 251
Fixed Fee
2.75%
Scheme Return
0.94%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
113.57
(As on Oct, 2025)
Inception Date
Jan 21, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.75%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Strategy aims to benefit from the long-term compounding effect of investments in great businesses, run by outstanding management for superior wealth creation. It aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next trillion-dollar GDP growth

Investment Approach

Portfolio Investments are made solely in high-conviction stocks with a focus on business fundamentals and the blend of growth & risk control avoiding IPO.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
MOAT - UpperCrust Wealth Fund
AUM (₹ Cr)
₹113.57 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
238 Out of 251
Fixed Fee
2.75%
Scheme Return
0.94%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Moat Financial Services Pvt Ltd
Moat Financial Services Pvt Ltd manages assets worth Rs 282.22 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

282.22 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Moat - Emerging Moat
AUM (₹ Cr)
₹58.14 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
174 Out of 251
Fixed Fee
2.00%
Scheme Return
2.95%
Benchmark Return
4.27%
MOAT - Special Opportunities Fund
AUM (₹ Cr)
₹13.71 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 251
Fixed Fee
2.00%
Scheme Return
2.64%
Benchmark Return
4.27%
Moat - Moderate Compounders
AUM (₹ Cr)
₹17.22 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
188 Out of 251
Fixed Fee
2.00%
Scheme Return
2.6%
Benchmark Return
4.27%
UpperCrust Growth Fund
AUM (₹ Cr)
₹48.95 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
21 Out of 25
Fixed Fee
2.75%
Scheme Return
1.86%
Benchmark Return
2.55%
MOAT - UpperCrust Wealth Fund
AUM (₹ Cr)
₹113.57 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
238 Out of 251
Fixed Fee
2.75%
Scheme Return
0.94%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of MOAT - UpperCrust Wealth Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in MOAT - UpperCrust Wealth Fund ?
The fixed fee charged in MOAT - UpperCrust Wealth Fund is 2.75%.
What is the variable fee charged in MOAT - UpperCrust Wealth Fund ?
There is no option for Variable fee.
What is the profit sharing in MOAT - UpperCrust Wealth Fund ?
The profit sharing in MOAT - UpperCrust Wealth Fund is No option.
What is the minimum investment in MOAT - UpperCrust Wealth Fund ?
The minimum investment in MOAT - UpperCrust Wealth Fund is ₹50 Lacs
What type of scheme is MOAT - UpperCrust Wealth Fund?
MOAT - UpperCrust Wealth Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of MOAT - UpperCrust Wealth Fund?
The inception date of MOAT - UpperCrust Wealth Fund is Jan 21, 2022.
What is the exit load of MOAT - UpperCrust Wealth Fund?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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