UpperCrust Growth Fund (UCGF) exclusively invests in a blend of Mutual Fund schemes & ETF portfolios. The investment objective of this Fund of Fund (FOF) scheme is to generate long-term capital appreciation by investing in open-ended diversified equity schemes which consist curated basket of 10-15 mutual funds & ETFs.
Why UpperCrust Growth Fund?
Active Management
To beat the benchmark and deliver decent double digits risk-adjusted returns through "Active Management"
Cost Effective
The MF portfolio aims to provide an Alpha at reasonable cost while ETFs provide performance at low cost.
Alpha Generation
A cherry picked portfolio with better scheme selection and rebalancing provides an average 4% Alpha to the portfolio.
Portfolio Key Terms
| Equity oriented Mutual Funds (Direct Plans) | 75% (Core Portfolio) |
| ETFs, Liquid plans, Commodities | 25% (Satellite Portfolio) |
| Min to Max number of schemes | 8 to 15 |
| Maximum Exposure in Single AMC | 25% |
| Maximum Exposure in Single Fund/Scheme | 15% |
| Minimum Ticket Size | INR 50 Lacs |
| Minimum for Top-Up | INR 1 Lac |
| Fund Benchmark | NIFTY 500 TRI |
| Exit Load | Nil |
| Date of Allotment | January 31, 2022 |
1
Back Tested
Last 10 years return
(2012-2022): 16.75%
2
Suitable Investor
Moderate Plus
3
Investment Horizon
3 - 5 Years
