![Focused on Market](https://www.moatindia.com/wp-content/themes/moat/images/uppercrust-wealth-fund.jpg)
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](https://www.moatindia.com/wp-content/themes/moat/images/capital-allocators.png)
Excellent Capital Allocators
![Sustainable Strong MOATs](https://www.moatindia.com/wp-content/themes/moat/images/moat.png)
Sustainable Strong MOATs
![Portfolio Construction & Risk Management](https://www.moatindia.com/wp-content/themes/moat/images/portfolio-construction.png)
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