IA Insight Report
IA Insight REPORT

UpperCrust Wealth Fund

Investment Approach Details

₹84.59

(AUM CR)
   

Moat Financial Services Private Limited

S&P BSE 500 TRI

Equity

Equity

20/01/2022

3.2 Years

5000000

Fixed Management Fees 2.25%

NIL

NIL

   

To preserve the purchasing power of the clientâ??s capital whilst providing sustainable returns over long periods of time

Fund Manager Details

BIJU JOHN

NA

BIJU@MOATINDIA.COM

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.02

0.68