Learn
UpperCrust Wealth Fund
Moat Financial Services Private Limited
112.95 CR AUM
UpperCrust Wealth Fund
Moat Financial Services Private Limited
112.95 CR AUM
BSE 500 TRI
Benchmark
4yr 2mo
Age
EQUITY
Strategy
Fixed Management Fees 2.75%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 2mo
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.
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
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-8.13%
1M benchmark return
-11.37%
Alpha
3.24%
1M Wealth multiple
0.92x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-8.13%
1M benchmark return
-11.37%
Alpha
3.24%
1M Wealth multiple
0.92x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹19,129.16 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹16,390.68 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹14,490.69 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹12,040.52 Cr
EQ
Blended- Rangoli
Unifi Capital P Ltd
₹10,743.27 Cr
EQ
