- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Equity
Uppercrust Wealth Fund (MUCWF)
+6.86%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Moat Financial Services’ Uppercrust Wealth Fund (MUCWF) returned 6.86% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹131 crore across its clients.
Key numbers
- AUM
- ₹131 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.88% | −5.57% | +0.69% |
| 3 months | −1.54% | −3.59% | +2.05% |
| 6 months | +7.07% | +8.07% | −1.00% |
| 1 year | +6.86% | −2.33% | +9.19% |
| 2 years | +2.73% | −3.93% | +6.66% |
| 3 years | +21.11% | +9.21% | +11.90% |
| 4 years | +19.81% | +11.22% | +8.59% |
| Since inception | +14.19% | +9.01% | +5.18% |
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 equity62.28%₹81.32 Cr
- Mutual funds36.64%₹47.84 Cr
- Cash and other1.08%₹1.41 Cr
- Unlisted equity0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.90 Cr
- Outflow, Sep 2026
- ₹0.49 Cr
- Net, Sep 2026
- ₹0.41 Cr
- Net, FY to date
- ₹10.16 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Uppercrust Wealth Fund (MUCWF) returned?
6.86% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.88%; 3 months: −1.54%; 6 months: 7.07%; 1 year: 6.86%; 2 years: 2.73%; 3 years: 21.11%; 4 years: 19.81%; Since inception: 14.19%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 9.19 percentage points ahead.
How much does Uppercrust Wealth Fund (MUCWF) manage?
₹131 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 Wealth Fund (MUCWF)?
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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