© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +0.5% | −5.6% | +6.0% |
| 3 Months | +3.9% | −3.6% | +7.5% |
| 6 Months | +23.6% | +8.1% | +15.6% |
| 1 Year | +4.0% | −2.3% | +6.3% |
|---|
| 2 Years | −5.4% | −3.9% | −1.4% |
|---|
| 3 Years (CAGR) | +8.4% | +9.2% | −0.8% |
|---|
| 4 Years (CAGR) | +13.2% | +11.2% | +2.0% |
|---|
| 5 Years (CAGR) | +12.0% | +8.9% | +3.1% |
|---|
| Since launch | +11.0% | +11.7% | −0.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 67-month window · Source: Computed from NAV history
Maximum drawdown: 27.6%
Moat Financial Services’s story and investment philosophy are on the Moat Financial Services firm page.
Dhruv Pawashe
Fund managerFund Manager - UpperCrust Schemes
Biju John
CEO & Founder
Dr. T. Vinay Kumar
Chairman
Fazal Hameed
Executive Director
Durgesh Pandya
Director
Sudheesh M
Finance & Principal Officer
Twinkle P.T
GM - Marketing
Aiswarya Radhakrishnan
Palakkad Cluster Head
Midhun Joe James
Head of strategy and investment
Ben Benny
Equity Research Analyst
Jyothish Vijayan
Equity Research Analyst
Amal T Sunil
Equity Research Analyst
Shiroj Sebastian
Operations Manager
Rahul Suresh
Operations
Manju Biju
Administrator
Registration No
INP000004482
Fund Manager
Mr.SUDHEESH MADHAVAN NAIR
Principal Officer
Mr.SUDHEESH MADHAVAN NAIR
Inflow
₹0.03 Cr
Outflow
₹0.01 Cr
Net
₹0.02 Cr
Not reported — complaint data for this strategy isn't available yet.
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