›Fund Details
Learn

Emerging Moat

Moat Financial Services Private Limited

55.82 CR AUM

Emerging Moat

Emerging Moat

Moat Financial Services Private Limited

55.82 CR AUM

BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
Fixed Management Fees 2%
Fixed Fees
Hurdle Rater 12% Performance Fees 20%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
Fixed Management Fees 2%
Fixed Fees
Hurdle Rater 12% Performance Fees 20%
Variable Fees
NIL
Exit Load
Fund manager

biju john

Fund Manager
EQUITYStrategies

Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At 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.

Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At 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.

Purpose

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

Investment Approach v/s Benchmark Metrics

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
13.75%
1M benchmark return
10.38%
Alpha
3.37%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
13.75%
1M benchmark return
10.38%
Alpha
3.37%
1M Wealth multiple
1.14x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,139.54 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹17,979.78 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,759.81 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,391.43 Cr
EQ
BLENDED- RANGOLI
Blended- Rangoli
Unifi Capital P Ltd
₹11,765.52 Cr
EQ