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

23/09/2022

Age

2.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fees 2%

Variable Fees Structure

Hurdle Rater 12% Performance Fees 20%

Exit Load

NA

Purpose

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

1 Month Turnover

0.03

1 Year Turnover

1.17