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.

MOAT - UpperCrust Wealth Fund

Moat Financial Services Pvt Ltd
Multi Cap AND Flexi Cap

8
Out of 199*
Compare
Share

Portfolio age4 years, 9 months

4.61%

-0.09%

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

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

136.84

(As on Aug, 2026)

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.75%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No option

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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.