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.

UpperCrust Growth Fund

Moat Financial Services Pvt Ltd
Multi Asset

3
Out of 14*
Compare
Share

Portfolio age4 years, 7 months

3.74%

0.28%

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)

76.14

(As on Aug, 2026)

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

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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INVESTMENT 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.