| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| MOAT UpperCrust Wealth | 10.05% | 20.00% | 4.82% | 24.29% | — | 15.71% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 10.54% |
| Excess over benchmark | 11.07% | 15.28% | 4.93% | 12.20% | — | 5.17% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Jul 2024 | 28 Feb 2025 | −27.23% | 232 days | 19 Jan 2026 | 325 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |