IA Insight Report
IA Insight REPORT

Emerging Moat

Investment Approach Details

₹41.66

(AUM CR)
   

Moat Financial Services Private Limited

S&P BSE 500 TRI

Equity

Equity

23/09/2022

2.6 Years

5000000

Fixed Management Fees 2%

Hurdle Rater 12% Performance Fees 20%

NA

   

To invest and create wealth with small and midcap sustainable high growth companies for clients.

Fund Manager Details

BIJU JOHN

NA

BIJU@MOATINDIA.COM

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.13

1.38