What is the hurdle rate of Moat - Moderate Compounders?

The hurdle rate of Moat - Moderate Compounders is 12.00%.

What is the fixed fee charged in Moat - Moderate Compounders ?

The fixed fee charged in Moat - Moderate Compounders is 2.00%.

What is the variable fee charged in Moat - Moderate Compounders ?

There is no option for Variable fee.

What is the profit sharing in Moat - Moderate Compounders ?

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

What is the minimum investment in Moat - Moderate Compounders ?

The minimum investment in Moat - Moderate Compounders is ₹50 Lacs

What type of scheme is Moat - Moderate Compounders?

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

What is the inception date of Moat - Moderate Compounders?

The inception date of Moat - Moderate Compounders is Nov 12, 2013.

Moat - Moderate Compounders

Moat Financial Services Pvt Ltd
Multi Cap AND Flexi Cap

74
Out of 146*
Compare
Share

Portfolio age13 years

2.75%

-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)

17.22

(As on Aug, 2026)

Inception Date

Nov 12, 2013

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 generate sustainable returns over the medium to long term by making investments which primarily comprise of equity securities.

Investment Approach

Moderate compounders, within the realm of investing, represent companies that exhibit a track record of steady and consistent growth over time. These firms are characterized by their ability to incrementally increase their revenue, earnings, and stock prices, often without the sharp spikes or dramatic fluctuations associated with high-growth companies. They typically operate within mature industries that are not subject to rapid technological disruptions and cater to sectors like consumer staples, utilities, healthcare, and established technology fields.