Asset Management Company
MOAT
MOAT is a SEBI-registered asset manager. PMS Sahi Hai tracks 3 of its 3 PMS strategies — scored on the same seven pillars as every other house.
3 strategies₹19 Cr trackedAvg Nyra 8.2
AUM tracked
₹19 Cr
Strategies
3
3 PMS
Avg Nyra Score
8.2
Best 3Y CAGR
30.8%
MOAT - UpperCrust Wealth Fund
Fund managers
About the house
How MOAT invests
Across the strategies PMS Sahi Hai tracks, MOAT runs multi cap mandates in a blend / growth style, with ₹19 Cr under watch and a track record stretching back 5 years.
Its strongest three-year run on our shelf is 30.8% CAGR on MOAT - UpperCrust Wealth Fund, net of fees. Every strategy here is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so MOAT can be read side by side against any other house on the platform, sales deck excluded.
Categories
Multi Cap
Styles
Blend · Growth
Minimums
₹50 L (PMS)
