MOAT

Across the strategies PMS Sahi Hai tracks, MOAT runs flexi cap, multi asset, multi cap mandates in a blend / growth style, with ₹2 Cr under watch and a track record stretching back 12 years.

Its strongest three-year run on our shelf is 21.5% CAGR on MOAT - UpperCrust Wealth Fund, net of fees. Every strategy here is graded on the same comparative basis (including 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.