Moat Financial Services PMS strategies
Moat Financial Services runs 10 portfolio management strategies listed with APMI, managing ₹352 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| UpperCrust Wealth Fund | Equity | Dhruv Pawashe | ₹131 Cr | +21.11% | +11.90 pts | 2.75% fixed | ₹50 Lakhs | Sep 2026 |
| UpperCrust Growth Fund | Multi Asset | — | ₹67.57 Cr | +24.39% | — | — | ₹50 Lakhs | — |
| Emerging Moat | Equity | Team moat | ₹56.27 Cr | +8.49% | -0.72 pts | 2% fixed or 20% of profits | ₹50 Lakhs | Sep 2026 |
| Auxano Alpha Fund | Equity | Team moat | ₹45.21 Cr | — | — | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Uppercrust Prosperity Fund | Equity | Dhruv Pawashe | ₹19.02 Cr | — | — | 2.75% fixed | ₹50 Lakhs | Sep 2026 |
| Moderate Compounders | Equity | Team moat | ₹17.32 Cr | +8.44% | -0.77 pts | 20% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| Special Opportunities | Equity | Team moat | ₹12.2 Cr | +7.66% | -1.55 pts | 2% fixed or 20% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| Happiness Portfolio | Equity | Team moat | ₹3.36 Cr | — | — | 2% fixed or 20% of profits | ₹50 Lakhs | Sep 2026 |
| Aggressive Leaders | Equity | BIJU JOHN | — | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Conservative Growth | Equity | BIJU JOHN | — | — | — | 2% fixed or 20% of profits over 12% | ₹50000 Rupees | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS