What is the hurdle rate of Moat - Emerging Moat?

The hurdle rate of Moat - Emerging Moat is 12.00%.

What is the fixed fee charged in Moat - Emerging Moat ?

The fixed fee charged in Moat - Emerging Moat is 2.00%.

What is the variable fee charged in Moat - Emerging Moat ?

There is no option for Variable fee.

What is the profit sharing in Moat - Emerging Moat ?

The profit sharing in Moat - Emerging Moat is 20% Profit Sharing above 12% Hurdle.

What is the minimum investment in Moat - Emerging Moat ?

The minimum investment in Moat - Emerging Moat is ₹50 Lacs

What type of scheme is Moat - Emerging Moat?

Moat - Emerging Moat is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Moat - Emerging Moat?

The inception date of Moat - Emerging Moat is Sep 26, 2022.

Moat - Emerging Moat

Moat Financial Services Pvt Ltd
Multi Cap AND Flexi Cap

168
Out of 199*
Compare
Share

Portfolio age4 years, 1 month

2.64%

-0.09%

Hurdle Rate**12.00%

Fixed fee2.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

57.27

(As on Aug, 2026)

Inception Date

Sep 26, 2022

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

12.00%

Profit Sharing

20% Profit Sharing above 12% Hurdle

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INVESTMENT PHILOSOPHY

Objective

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

Investment Approach

We intend to achieve capital appreciation by following a blend of value and growth investing. Our investment approach is to identify superior compounding growth stories that have the potential to deliver in the long run. We are always on the lookout for high-quality, resilient, relatively smaller players in their respective industries (like market leader, near market leader) who can grow even bigger in the coming future. We believe in safeguarding our client’s capital.