Moat Financial Services Private Limited
Equity, Multi Asset · 10 investment approaches
Total AUM
₹303 Cr
Years Active
12.3
AUM Change (3M)
+13.1%
AUM Change (1Y)
+42.0%
Min Investment
₹50L
Schemes
10
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Uppercrust Prosperity Fund | Equity | ₹13 Cr | +8.52% | +28.36% | — | +5.87% | -0.13 |
UpperCrust Wealth Fund | Equity | ₹126 Cr | +9.92% | +23.00% | +32.89% | +18.15% | 1.25 |
UpperCrust Growth Fund | Multi Asset | ₹58 Cr | +7.17% | +21.78% | +26.31% | +19.79% | 1.34 |
Aggressive Leaders | Equity | ₹0 Cr | +5.45% | +19.51% | — | +29.32% | — |
Conservative Growth | Equity | ₹0 Cr | +5.13% | +15.70% | — | -2.48% | — |
Emerging Moat | Equity | ₹56 Cr | -2.66% | -1.47% | +14.76% | +12.77% | 0.67 |
Special Opportunities | Equity | ₹12 Cr | -2.40% | -1.50% | +10.73% | +14.45% | 0.49 |
Moderate Compounders | Equity | ₹16 Cr | -3.48% | -3.91% | +12.96% | +10.80% | 0.57 |
Auxano Alpha Fund | Equity | ₹19 Cr | -6.07% | — | — | -9.57% | — |
Happiness Portfolio | Equity | ₹3 Cr | -6.20% | — | — | -7.98% | — |