APMI

Uppercrust Prosperity Fund

Investment Approach Details

₹8.67

(AUM CR)

PMS Provider Name

Moat Financial Services Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

19/07/2024

Age

9 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

1.25% to 2.75%

Variable Fees Structure

Nil

Exit Load

Nil

Purpose

Uppercrust prosperity is an Alpha Capture strategy that aims to generate excess returns while making risk. Investor can enhance risk-adjusted returns maximizing the potential for long term wealth accumulation.

Fund Manager Details


BIJU JOHN Work Exp. NA Email ID BIJU@MOATINDIA.COM Mobile No NA Details NA

BIJU JOHN

Work Exp. NA

Email ID BIJU@MOATINDIA.COM

Mobile No NA

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2025

1 Month Turnover

0.08

1 Year Turnover

NA