IA Insight Report
IA Insight REPORT

UpperCrust Wealth Fund

Investment Approach Details

₹121.24

(AUM CR)
   

Moat Financial Services Private Limited

BSE 500 TRI

Equity

Equity

20/01/2022

4.9 Years

5000000

Fixed Management Fees 2.75%

NIL

NIL

   

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

Fund Manager Details

Dhruv Pawashe

5.00 years

dhruv@uppercrustwealth.com

6353122206

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2026

0.08

0.69