MOAT- Emerging Moat PMS

Multi Cap · Portfolio Management Services

MOAT- Emerging Moat PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Biju John. It has returned +3.10% over 1 year, +8.50% over 3 years, as reported by the fund manager. It manages about ₹56.27 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+0.40%
3 months
+3.50%
6 months
+19.50%
1 year
+3.10%
3 years
+8.50%
Since inception
+12.14%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Biju John
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹56.27 Cr
Inception: 26 September 2022
Minimum investment: ₹50 lakh
Number of Stocks: 93

Common questions

What are the returns of MOAT- Emerging Moat PMS?

MOAT- Emerging Moat PMS has returned +0.40% (1 month), +3.50% (3 months), +19.50% (6 months), +3.10% (1 year), +8.50% (3 years), +12.14% (Since inception). Periods over one year are annualised.

What is the minimum investment for MOAT- Emerging Moat PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages MOAT- Emerging Moat PMS?

The fund manager is Mr. Biju John.