UpperCrust Growth Fund PMS: Returns, AUM & Details
Moat Financial Services Private Limited • Multi Asset
UpperCrust Growth Fund is a multi asset portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 30 Mar 2022. It manages ₹67.57 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +18.35% over 1 year and +24.39% over 3 years (+17.66% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹67.57 Cr
3-year return
+24.39%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹67.57 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
30/03/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+10.14%
3 Months
+6.55%
1 Year
+18.35%
3 Years
+24.39%
Since Inception
+17.66%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about UpperCrust Growth Fund
What are the returns of UpperCrust Growth Fund?
UpperCrust Growth Fund has a 1-year return of +18.35%, a 3-year return of +24.39% and +17.66% since inception. Past performance is not indicative of future results.
What is the AUM of UpperCrust Growth Fund?
UpperCrust Growth Fund manages ₹67.57 Cr of client assets.
What is the minimum investment for UpperCrust Growth Fund?
The minimum investment for UpperCrust Growth Fund is ₹50 Lakhs.
When was UpperCrust Growth Fund launched?
UpperCrust Growth Fund was launched on 30 Mar 2022. It has a 4-year track record.