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 ?

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

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

142
Out of 191*
Compare
Share

Portfolio age3 years, 9 months

1.24%

1.73%

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 30/06/2026)

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

PORTFOLIO MANAGERS

Biju John

Manager Rank142 Out of 191
i
Rank is based on 3-year return
Schemes Managed5
Total AUM286.67999999999995
Highest Return In 1 Yr4.49%

Profile

Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Moat Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Moat - Moderate Compounders

AUM (₹ Cr)

₹18.13 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

132 Out of 283

Fixed Fee

2.00%

Scheme Return

3.19%

Benchmark Return

1.73%

MOAT - Special Opportunities Fund

AUM (₹ Cr)

₹11.55 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

163 Out of 283

Fixed Fee

2.00%

Scheme Return

2.58%

Benchmark Return

1.73%

Moat - Emerging Moat

AUM (₹ Cr)

₹56.69 Cr

Hurdle Rate

12.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

218 Out of 283

Fixed Fee

2.00%

Scheme Return

1.24%

Benchmark Return

1.73%

UpperCrust Growth Fund

AUM (₹ Cr)

₹71.21 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 1

Category

Multi Asset

Category Rank

43 Out of 44

Fixed Fee

2.75%

Scheme Return

-4.08%

Benchmark Return

1.49%

MOAT - UpperCrust Wealth Fund

AUM (₹ Cr)

₹129.10 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

282 Out of 283

Fixed Fee

2.75%

Scheme Return

-6.57%

Benchmark Return

1.73%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

56.69

(As on Jun, 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

2.00%

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.