Moat Financial Services Private Limited

Equity, Multi Asset · 10 investment approaches

Total AUM

₹281 Cr

Years Active

12.5

AUM Change (3M)

-1.6%

AUM Change (1Y)

+32.5%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Aggressive Leaders	Equity	₹0 Cr	+5.45%	+19.51%	-	+29.32%	-
Uppercrust Prosperity Fund	Equity	₹17 Cr	-7.97%	+17.25%	-	-0.86%	-0.41
Conservative Growth	Equity	₹0 Cr	+5.13%	+15.70%	-	-2.48%	-
UpperCrust Wealth Fund	Equity	₹113 Cr	-8.13%	+11.98%	+26.87%	+14.14%	0.89
UpperCrust Growth Fund	Multi Asset	₹56 Cr	-9.43%	+9.60%	+21.60%	+15.24%	0.85
Special Opportunities	Equity	₹10 Cr	-11.75%	-7.92%	+9.05%	+11.31%	0.12
Emerging Moat	Equity	₹49 Cr	-11.60%	-7.94%	+12.27%	+8.35%	0.30
Moderate Compounders	Equity	₹15 Cr	-12.10%	-9.70%	+10.71%	+9.56%	0.21
Auxano Alpha Fund	Equity	₹18 Cr	-8.23%	-	-	-16.59%	-
Happiness Portfolio	Equity	₹3 Cr	-13.20%	-	-	-19.75%	-

Aggressive Leaders

Uppercrust Prosperity Fund

Conservative Growth

UpperCrust Wealth Fund

UpperCrust Growth Fund

Special Opportunities

Moderate Compounders

Auxano Alpha Fund

Happiness Portfolio