Conservative Growth PMS: Returns, AUM & Details

Conservative Growth is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 1 Nov 2021. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. The minimum investment is ₹50000 Rupees. The strategy is managed by BIJU JOHN.

Fund manager: BIJU JOHN
Minimum investment: ₹50000 Rupees
Data as of: 30 Sep 2026

Returns and AUM as of 30 Sep 2026, as reported to APMI. Last checked 12 Oct 2026. Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.

Fund Manager

BIJU JOHN

Assets (AUM)

N/A

Benchmark Index

BSE 500 TRI

Inception Date

01/11/2021

Standard Management Fees & Hurdle Rates

management fee	Fixed Fees: Fixed Management Fees 2%
performance fee	Variable Fees: Hurdle Rate 12% Performance Fees 20%
exit load	NIL

A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.

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Frequently asked questions about Conservative Growth

Who manages Conservative Growth?

Conservative Growth is managed by BIJU JOHN at Moat Financial Services.

What fees does Conservative Growth charge?

The fee structure for Conservative Growth includes: management fee: Fixed Fees: Fixed Management Fees 2%; performance fee: Variable Fees: Hurdle Rate 12% Performance Fees 20%; exit load: NIL.

What is the minimum investment for Conservative Growth?

The minimum investment for Conservative Growth is ₹50000 Rupees.

When was Conservative Growth launched?

Conservative Growth was launched on 1 Nov 2021. It has a 4-year track record.

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