MOAT

Across the strategies PMS Sahi Hai tracks, MOAT runs flexi cap, multi asset, multi cap mandates in a blend / growth style, with ₹166 Cr under watch and a track record stretching back 12 years.

Its strongest three-year run on our shelf is 23.6% 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.