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UpperCrust Growth Fund
UpperCrust Growth Fund

UpperCrust Growth Fund

  • Moat Financial Services Pvt Ltd
  • MULTI ASSET
  • 3
    Out of 10*
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Portfolio age3 years
10.04%
3.86%
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 31/03/2025)
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

Ramakrishnan TB
  • Manager Rank3 Out of 10
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM203.76999999999998
  • Highest Return In 1 Yr14.84%
Profile

Mr. Ramakrishnan T.B., commonly called Ramki, is a registered Research Analyst with SEBI and holds a Post Graduate Program in Portfolio Management from NISM. He was a Cochin Stock Exchange member and a governing board member during 1998-2000 and ex-Treasurer during 1998-1999. He was the Regional Head of Sharekhan (2002-2006). With over 32 years of experience in financial markets, Mr. Ramki plays a key role in organizing various investor awareness programs in Kerala and other states. He actively participates as a speaker in investment awareness initiatives organized by NSE, BSE, MCX, NSDL, CDSL, and SEBI. He is also a frequent panellist in public media discussions related to Financial Markets. Since May 2023, Mr. Ramki has conducted numerous investor awareness programs throughout Kerala, focusing on "AI and its impact on the stock market." His profound knowledge and extensive experience in stock market analysis greatly enrich these seminars with valuable insights. In addition to his speaking engagements, Mr. Ramki regularly contributes articles to publications such as "Sampadyam" by Malayala Manorama, "Dhanam" Magazines, and "Business Deepika." These contributions aim to keep the investing public informed about the Financial and Commodity Markets.

Other Schemes
  • table
  • Grid
Compare
MOAT - UpperCrust Wealth Fund
AUM (₹ Cr)
₹97.26 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
2 Out of 234
Fixed Fee
2.75%
Scheme Return
14.89%
Benchmark Return
7.32%
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
Moat - Emerging Moat
AUM (₹ Cr)
₹47.26 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
90 Out of 234
Fixed Fee
2.00%
Scheme Return
7.17%
Benchmark Return
7.32%
MOAT - Special Opportunities Fund
AUM (₹ Cr)
₹10.53 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
93 Out of 234
Fixed Fee
2.00%
Scheme Return
7.11%
Benchmark Return
7.32%
Moat - Moderate Compounders
AUM (₹ Cr)
₹13.14 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
119 Out of 234
Fixed Fee
2.00%
Scheme Return
6.63%
Benchmark Return
7.32%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
35.58
(As on Mar, 2025)
Inception Date
Mar 30, 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

To preserve the purchasing power of the client’s capital whilst providing sustainable returns over long periods of time.

Investment Approach

The UpperCrust Growth Fund investment approach is based on generating returns by investing in companies with proven corporate governance and capital allocation track record and which dominate specific niches of the Indian economy through sustainable competitive advantages built around brands, business processes, and strategic assets and which are aggressive in capturing the market share.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
Flexi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
12.23%
Benchmark Return
3.86%
MULTI ASSET
AUM (₹ Cr)
₹36.17 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.18%
Benchmark Return
3.86%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
7.15%
Benchmark Return
6.31%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 20
Fixed Fee
2.50%
Scheme Return
6.77%
Benchmark Return
3.95%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
6.73%
Benchmark Return
3.86%
*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 212.43 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

AUM (₹ cr)

212.43 (As on Mar, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
MOAT - UpperCrust Wealth Fund
AUM (₹ Cr)
₹97.26 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
2 Out of 234
Fixed Fee
2.75%
Scheme Return
14.89%
Benchmark Return
7.32%
UpperCrust Growth Fund
AUM (₹ Cr)
₹35.58 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
MULTI ASSET
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
10.04%
Benchmark Return
3.86%
Moat - Emerging Moat
AUM (₹ Cr)
₹47.26 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
90 Out of 234
Fixed Fee
2.00%
Scheme Return
7.17%
Benchmark Return
7.32%
MOAT - Special Opportunities Fund
AUM (₹ Cr)
₹10.53 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
93 Out of 234
Fixed Fee
2.00%
Scheme Return
7.11%
Benchmark Return
7.32%
Moat - Moderate Compounders
AUM (₹ Cr)
₹13.14 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
119 Out of 234
Fixed Fee
2.00%
Scheme Return
6.63%
Benchmark Return
7.32%
*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 UpperCrust Growth Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in UpperCrust Growth Fund ?
The fixed fee charged in UpperCrust Growth Fund is 2.75%.
What is the variable fee charged in UpperCrust Growth Fund ?
There is no option for Variable fee.
What is the profit sharing in UpperCrust Growth Fund ?
There is no option for Profit sharing.
What is the minimum investment in UpperCrust Growth Fund ?
The minimum investment in UpperCrust Growth Fund is ₹50 Lacs
What type of scheme is UpperCrust Growth Fund?
UpperCrust Growth Fund is an Multiasset scheme. It falls in the MULTI ASSET category.
What is the inception date of UpperCrust Growth Fund?
The inception date of UpperCrust Growth Fund is Mar 30, 2022.
What is the exit load of UpperCrust Growth 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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