UpperCrust Wealth Fund
UpperCrust Wealth Fund is a Equity Portfolio Management Service launched by Moat Financial Services Private Limited on January 2022. Managed by BIJU JOHN, the fund holds ₹129 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Management Fees 2.75%% fixed fee and NIL% performance fee. Trailing returns: 3.28% (1Y), 23.61% CAGR (3Y), 15.45% since inception. Performance data as of July 2026.
Learn
UpperCrust Wealth Fund
Moat Financial Services Private Limited
129.10 CR AUM
UpperCrust Wealth Fund
Moat Financial Services Private Limited
129.10 CR AUM
BSE 500 TRI
Benchmark
4yr 5mo
Age
EQUITY
Strategy
Fixed Management Fees 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 5mo
Age
EQUITY
Strategy
Fixed Management Fees 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
biju john
Fund Manager
EQUITYStrategies
Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.
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 Wealth Fund performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-6.57%
1M benchmark return
1.73%
Alpha
-8.30%
1M Wealth multiple
0.93x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-6.57%
1M benchmark return
1.73%
Alpha
-8.30%
1M Wealth multiple
0.93x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ