IA Insight Report
IA Insight REPORT

Happiness Portfolio

Investment Approach Details

₹3.35

(AUM CR)
   

Moat Financial Services Private Limited

BSE 500 TRI

Equity

Equity

27/10/2025

0 Months

5000000

Fixed Management fee - 2%

Performance fees - 20%, over and above hurdle rate of 12%

Nil

   

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

Fund Manager Details

BIJU JOHN

NA

BIJU@MOATINDIA.COM

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2025

NA

NA