- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Multi-asset
UpperCrust Growth Fund
+5.75%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Moat Financial Services’ UpperCrust Growth Fund returned 5.75% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹75.71 crore across its clients.
Key numbers
- AUM
- ₹75.71 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −3.96% | −2.65% | −1.31% |
| 3 months | −0.89% | −0.75% | −0.14% |
| 6 months | +7.28% | +5.17% | +2.11% |
| 1 year | +5.75% | +3.12% | +2.63% |
| 2 years | +1.56% | +2.84% | −1.28% |
| 3 years | +16.19% | +9.81% | +6.38% |
| 4 years | +17.41% | +10.12% | +7.29% |
| Since inception | +15.22% | +9.30% | +5.92% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds53.57%₹40.56 Cr
- Listed equity43.46%₹32.90 Cr
- Cash and other1.61%₹1.22 Cr
- Debt1.36%₹1.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.66 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹2.61 Cr
- Net, FY to date
- ₹15.67 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has UpperCrust Growth Fund returned?
5.75% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.96%; 3 months: −0.89%; 6 months: 7.28%; 1 year: 5.75%; 2 years: 1.56%; 3 years: 16.19%; 4 years: 17.41%; Since inception: 15.22%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 2.63 percentage points ahead.
How much does UpperCrust Growth Fund manage?
₹75.71 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages UpperCrust Growth Fund?
Moat Financial Services, a SEBI-registered portfolio manager (INP000004482), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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