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PMS
Thematic · Portfolio Management Services
MOAT UpperCrust Wealth PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It is managed by Mr. Biju John. It has returned +6.90% over 1 year, +21.10% over 3 years, as reported by the fund manager. It manages about ₹131 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
MOAT UpperCrust Wealth PMS has returned -4.90% (1 month), -1.50% (3 months), +7.10% (6 months), +6.90% (1 year), +21.10% (3 years), +14.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
The fund manager is Mr. Biju John.
