Moat Financial Services Private Limited • Equity
Uppercrust Prosperity Fund is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 19 Jul 2024. As of 30 Sep 2026, it manages ₹19.02 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.72% over 1 year (+2.53% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 12.05 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Dhruv Pawashe.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.28% |
| 3 Months | +0.45% |
| 1 Year | +9.72% |
| Since Inception | +2.53% |
| management fee | Fixed Fees: 2.75% |
| performance fee | Variable Fees: Nil |
| exit load | Nil |
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.
Book an intro callUppercrust Prosperity Fund has a 1-year return of +9.72% and +2.53% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Uppercrust Prosperity Fund returned +9.72% against -2.33% for the BSE 500 TRI, 12.05 percentage points ahead. Figures as of 30 Sep 2026.
Uppercrust Prosperity Fund is managed by Dhruv Pawashe at Moat Financial Services. The strategy manages ₹19.02 Cr of client assets as of 30 Sep 2026.
Uppercrust Prosperity Fund manages ₹19.02 Cr of client assets as of 30 Sep 2026.
The fee structure for Uppercrust Prosperity Fund includes: management fee: Fixed Fees: 2.75%; performance fee: Variable Fees: Nil; exit load: Nil.
The minimum investment for Uppercrust Prosperity Fund is ₹50 Lakhs.
Uppercrust Prosperity Fund was launched on 19 Jul 2024. It has a 2-year track record.
Description
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