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UpperCrust Growth Fund

Moat Financial Services Private Limited

56.24 CR AUM

UpperCrust Growth Fund

UpperCrust Growth Fund

Moat Financial Services Private Limited

56.24 CR AUM

NSE Multi Asset Index 1
Benchmark
4yr 0mo
Age
MULTI_ASSET
Strategy
Management Fee 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 0mo
Age
MULTI_ASSET
Strategy
Management Fee 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

fazal hameed

Fund Manager
MULTI_ASSETStrategies

Fazal has over two decades of experience in the Indian Capital Markets. He is a member of the Cochin Stock Exchange, (currently CSBL) since 1997 and possesses a thorough understanding of the operations and compliance requirements of the equity markets. He is also the Operations and Principal Officer at Moat. Prior to joining Moat Financial Services, he has worked in the finance team of leading multinational companies in the middle east

Fazal has over two decades of experience in the Indian Capital Markets. He is a member of the Cochin Stock Exchange, (currently CSBL) since 1997 and possesses a thorough understanding of the operations and compliance requirements of the equity markets. He is also the Operations and Principal Officer at Moat. Prior to joining Moat Financial Services, he has worked in the finance team of leading multinational companies in the middle east

Purpose

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

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-9.43%
1M benchmark return
-4.66%
Alpha
-4.77%
1M Wealth multiple
0.91x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-9.43%
1M benchmark return
-4.66%
Alpha
-4.77%
1M Wealth multiple
0.91x

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