IA Insight Report
IA Insight REPORT

UpperCrust Wealth Fund

Investment Approach Details

₹101.29

(AUM CR)
   

Moat Financial Services Private Limited

S&P BSE 500 TRI

Equity

Equity

20/01/2022

3.10 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

No Image

NA

BIJU@MOATINDIA.COM

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.03

0.96