IA Insight Report
IA Insight REPORT

Special Opportunities

Investment Approach Details

₹12.20

(AUM CR)
   

Moat Financial Services Private Limited

BSE 500 TRI

Equity

Equity

04/11/2020

5.11 Years

5000000

Fixed Management Fee 2%

Hurdle Rate 12% Performance fees 20% over hurdle rate

Nil

   

To generate sustainable returns over the medium to long term by making investments in companies where the promoter or the company has acquired additional shares and some special situations where the price mismatch is happening.

Fund Manager Details

Team moat

13.00 years

pms@moatindia.com

9961729290

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2026

0.11

0.77