MOAT - UpperCrust Wealth Fund
EQUITY MULTI CAP
Aims to benefit from the long-term compounding effect of investments in great businesses run by outstanding management.
+30.79%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
21 Jan '22
Total AUM
₹113.57Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity market cap split
Small Cap51.6%
Large Cap25.4%
Mid Cap21.6%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
RTRamakrishnan TBSEBI Registered Research AnalystView details
RT
Ramakrishnan TB
SEBI Registered Research Analyst
View details
About
Mr. Ramakrishnan T.B., commonly called Ramki, is a registered Research Analyst with SEBI and holds a Post Graduate Program in Portfolio Management from NISM. He was a Cochin Stock Exchange member and a governing board member during 1998-2000 and ex-Treasurer during 1998-1999. He was the Regional Head of Sharekhan (2002-2006). With over 32 years of experience in financial markets, Mr. Ramki plays a key role in organizing various investor awareness programs in Kerala and other states. He actively participates as a speaker in investment awareness initiatives organized by NSE, BSE, MCX, NSDL, CDSL, and SEBI. He is also a frequent panellist in public media discussions related to Financial Markets. Since May 2023, Mr. Ramki has conducted numerous investor awareness programs throughout Kerala, focusing on "AI and its impact on the stock market." His profound knowledge and extensive experience in stock market analysis greatly enrich these seminars with valuable insights. In addition to his speaking engagements, Mr. Ramki regularly contributes articles to publications such as "Sampadyam" by Malayala Manorama, "Dhanam" Magazines, and "Business Deepika." These contributions aim to keep the investing public informed about the Financial and Commodity Markets.
Experience
Over 32 years of experience in the financial markets.
Investment philosophy
Specializes in stock market analysis and financial market education for investors.
Previously worked at
- Sharekhan
- Cochin Stock Exchange
Awards
- Former governing board member and Treasurer of the Cochin Stock Exchange. Frequent speaker for investor awareness initiatives organized by SEBI, NSE, and BSE. Contributes articles to prominent financial publications.
PMS house
MOAT Financial Services
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