APMI

Special Opportunities

Investment Approach Details

₹12.27

(AUM CR)

PMS Provider Name

Moat Financial Services Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

04/11/2020

Age

4.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fee 2%

Variable Fees Structure

Hurdle Rate 12% Performance fees 20% over hurdle rate

Exit Load

Nil

Purpose

To generate sustainable returns over the medium to long term by making investments in companies where the promoter or the company has acquired additional shares and some special situations where the price mismatch is happening.

Fund Manager Details


BIJU JOHN
Work Exp. NA
Email ID BIJU@MOATINDIA.COM
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.04

1 Year Turnover

1.29