Strategy performance
UpperCrust Growth Fund
Moat Financial Services Private Limited · AUM ₹76.1 Cr · as of Sep 2026
Our read
₹100 grew to ₹189.5 since inception (+15.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −21.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.2%
+9.3% vs benchmark
Since inception
+15.0%
Max drawdown
−21.8%
Volatility
+16.0%
Peer position
Loading peer ranks…
Performance
UpperCrust Growth Fund₹189.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.2% | −2.7% | −9.4% | +10.1% | +2.5% | −4.1% | −0.5% | +3.7% | −4.0% | +1.4% | |||
| 2025 | −5.6% | −11.0% | +10.0% | +2.0% | +7.5% | +3.5% | −4.6% | −2.5% | +5.2% | +1.9% | +0.1% | +2.3% | +7.3% |
| 2024 | +5.6% | +1.7% | −0.2% | +8.4% | +5.7% | +6.3% | +5.4% | −1.4% | −0.5% | −4.8% | +1.0% | −1.3% | +28.0% |
| 2023 | −1.7% | −1.0% | −0.2% | +2.9% | +4.5% | +5.3% | +5.3% | +0.2% | +3.2% | −2.5% | +9.1% | +6.0% | +34.9% |
| 2022 | −0.0% | −2.8% | −2.9% | −3.5% | +6.8% | +3.2% | −0.8% | +1.5% | +1.5% | −1.5% | +0.9% |
Metrics
Tearsheet- 1M return
- −4.0%
- 3M return
- −0.9%
- 6M return
- +7.3%
- 1Y return
- +5.7%
- 2Y CAGR
- +1.5%
- 3Y CAGR
- +16.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +15.0%
- Total return
- +89.5%
- Average month
- +1.3%
- Median month
- +1.5%
- Average up month
- +4.5%
- Best month
- +10.1%
- Best rolling 12M
- +60.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
UpperCrust Growth Fund performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has UpperCrust Growth Fund performed?
- UpperCrust Growth Fund (Moat Financial Services Private Limited) shows CAGR 14.97% and max drawdown -21.77% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is UpperCrust Growth Fund CAGR / max drawdown?
- CAGR is 14.97%; max drawdown is -21.77%. We only publish CAGR when there are enough months (≥12 on this track of 55 months). Learn more
- Where do UpperCrust Growth Fund returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite UpperCrust Growth Fund?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more