Moat Financial Services Private Limited

Equity, Multi Asset · 10 investment approaches

Total AUM

₹361 Cr

Years Active

12.8

AUM Change (3M)

+6.4%

AUM Change (1Y)

+49.9%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Uppercrust Prosperity Fund	Equity	₹20 Cr	+5.39%	+22.70%	-	+4.77%	-0.16
UpperCrust Wealth Fund	Equity	₹137 Cr	+4.61%	+20.00%	+24.29%	+15.71%	0.92
Aggressive Leaders	Equity	₹0 Cr	+5.45%	+19.51%	-	+29.32%	-
UpperCrust Growth Fund	Multi Asset	₹76 Cr	+3.74%	+15.87%	+19.02%	+16.58%	0.91
Conservative Growth	Equity	₹0 Cr	+5.13%	+15.70%	-	-2.48%	-
Special Opportunities	Equity	₹12 Cr	+2.77%	+5.50%	+7.60%	+14.35%	0.43
Moderate Compounders	Equity	₹17 Cr	+2.75%	+3.28%	+8.41%	+11.01%	0.51
Emerging Moat	Equity	₹57 Cr	+2.64%	+2.64%	+8.64%	+12.31%	0.53
Auxano Alpha Fund	Equity	₹38 Cr	+6.59%	-	-	+12.28%	-
Happiness Portfolio	Equity	₹3 Cr	+2.02%	-	-	-0.46%	-

Uppercrust Prosperity Fund

UpperCrust Wealth Fund

Aggressive Leaders

UpperCrust Growth Fund

Conservative Growth

Special Opportunities

Moderate Compounders

Auxano Alpha Fund

Happiness Portfolio