Moat Financial Services Private Limited

Equity, Multi Asset · 10 investment approaches

Total AUM

₹360 Cr

Years Active

12.9

AUM Change (3M)

+6.5%

AUM Change (1Y)

+39.6%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Aggressive Leaders	Equity	₹0 Cr	+5.45%	+19.51%	-	+29.32%	-
Conservative Growth	Equity	₹0 Cr	+5.13%	+15.70%	-	-2.48%	-
Uppercrust Prosperity Fund	Equity	₹19 Cr	-4.28%	+9.72%	-	+2.53%	-0.26
UpperCrust Wealth Fund	Equity	₹131 Cr	-4.88%	+6.86%	+21.11%	+14.19%	0.81
Special Opportunities	Equity	₹12 Cr	+0.30%	+6.18%	+7.66%	+14.20%	0.41
UpperCrust Growth Fund	Multi Asset	₹76 Cr	-3.96%	+5.75%	+16.19%	+15.22%	0.79
Moderate Compounders	Equity	₹17 Cr	+0.47%	+4.00%	+8.44%	+10.98%	0.50
Emerging Moat	Equity	₹56 Cr	+0.36%	+3.08%	+8.49%	+12.14%	0.52
Auxano Alpha Fund	Equity	₹45 Cr	-0.90%	-	-	+11.27%	-
Happiness Portfolio	Equity	₹3 Cr	-3.33%	-	-	-3.78%	-

Aggressive Leaders

Conservative Growth

Uppercrust Prosperity Fund

UpperCrust Wealth Fund

Special Opportunities

UpperCrust Growth Fund

Moderate Compounders

Auxano Alpha Fund

Happiness Portfolio