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

4
Out of 13*
Compare
Share

Portfolio age3 years, 9 months

0.12%

0.78%

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 30/11/2025)

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

PORTFOLIO MANAGERS

Biju John

Manager Rank4 Out of 13
i
Rank is based on 3-year return
Schemes Managed5
Total AUM251.51000000000002
Highest Return In 1 Yr3.55%

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

1m 3m 6m 1y 3y 5y

table
Grid

Compare

UpperCrust Growth Fund

AUM (₹ Cr)

₹49.39 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 1

Category

Multi Asset

Category Rank

21 Out of 26

Fixed Fee

2.75%

Scheme Return

0.12%

Benchmark Return

0.78%

MOAT - UpperCrust Wealth Fund

AUM (₹ Cr)

₹112.68 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

174 Out of 259

Fixed Fee

2.75%

Scheme Return

-0.72%

Benchmark Return

0.96%

MOAT - Special Opportunities Fund

AUM (₹ Cr)

₹14.56 Cr

Hurdle Rate

12%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

189 Out of 259

Fixed Fee

2.00%

Scheme Return

-0.93%

Benchmark Return

0.96%

Moat - Emerging Moat

AUM (₹ Cr)

₹58.11 Cr

Hurdle Rate

12%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

201 Out of 259

Fixed Fee

2.00%

Scheme Return

-1.35%

Benchmark Return

0.96%

Moat - Moderate Compounders

AUM (₹ Cr)

₹16.77 Cr

Hurdle Rate

12%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

230 Out of 259

Fixed Fee

2.00%

Scheme Return

-2.57%

Benchmark Return

0.96%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

49.39

(As on Nov, 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

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.