APMI

(AUM CR)

PMS Provider Name

Moat Financial Services Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

12/11/2013

Age

10.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fees

Variable Fees Structure

Hurdle Rate 12% Performance Fees 20%

Exit Load

NA

Purpose

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

1 Month Turnover

0.04

1 Year Turnover

1.22