UpperCrust Growth Fund
UpperCrust Growth Fund is a Multi_asset Portfolio Management Service launched by Moat Financial Services Private Limited on March 2022. Managed by FAZAL HAMEED, the fund holds ₹71 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh, with a Management Fee 2.75%% fixed fee. Trailing returns: 4.49% (1Y), 19.89% CAGR (3Y), 16.43% since inception. Performance data as of July 2026.
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UpperCrust Growth Fund
Moat Financial Services Private Limited
71.21 CR AUM
UpperCrust Growth Fund
Moat Financial Services Private Limited
71.21 CR AUM
NSE Multi Asset Index 1
Benchmark
4yr 3mo
Age
MULTI_ASSET
Strategy
Management Fee 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 3mo
Age
MULTI_ASSET
Strategy
Management Fee 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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
What is this fund's investment objective?
To preserve the purchasing power of the client's capital whilst providing sustainable returns over long periods of time
How has UpperCrust Growth Fund performed?
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1M IA return
-4.08%
1M benchmark return
1.49%
Alpha
-5.57%
1M Wealth multiple
0.96x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-4.08%
1M benchmark return
1.49%
Alpha
-5.57%
1M Wealth multiple
0.96x
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