- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Equity
Uppercrust Prosperity Fund
+9.72%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Moat Financial Services’ Uppercrust Prosperity Fund returned 9.72% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹19.02 crore across its clients.
Key numbers
- AUM
- ₹19.02 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.73×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.28% | −5.57% | +1.29% |
| 3 months | +0.45% | −3.59% | +4.04% |
| 6 months | +7.21% | +8.07% | −0.86% |
| 1 year | +9.72% | −2.33% | +12.05% |
| 2 years | +5.41% | −3.93% | +9.34% |
| Since inception | +2.53% | −1.60% | +4.13% |
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
- Listed equity50.42%₹9.59 Cr
- Mutual funds47.48%₹9.03 Cr
- Debt1.63%₹0.31 Cr
- Cash and other0.47%₹0.09 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.39 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.73×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Uppercrust Prosperity Fund returned?
9.72% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.28%; 3 months: 0.45%; 6 months: 7.21%; 1 year: 9.72%; 2 years: 5.41%; Since inception: 2.53%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 12.05 percentage points ahead.
How much does Uppercrust Prosperity Fund manage?
₹19.02 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 Prosperity 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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