UpperCrust Wealth Fund is a multi-cap core and Satellite themed PMS. Our strategy follows a set of guidelines that help us cherry-pick quality businesses ran by premium management, all while bearing in mind our client's investment objectives.
Our Three Pillars
Excellent Capital Allocators
Sustainable Strong MOATs
Portfolio Construction & Risk Management
Portfolio Key Terms
| Moat Companies (Stocks) | 80% (Core Portfolio) |
| Stocks, ETFs, Liquid plans and, Commodities | 20% (Satellite Portfolio) |
| Maximum Per Stock Allocation | 10% |
| Maximum Per Sector Allocation | 25% |
| Number of Stocks in Portfolio | 15% |
| Minimum Ticket Size | INR 50 Lacs |
| Minimum for Top-Up | 10 - 30 |
| Fund Benchmark | Nifty 500 Multicap- 50:25:25 |
| Exit Load | Nil |
| Date of Allotment | January 1, 2022 |
1
Back Tested
Last 10 Years Return
(2012 - 2022): 20.75%
2
Suitable Investor
Aggressive
3
Investment Horizon
3 - 5 Years
