Moat Financial Services Private Limited • Equity
Emerging Moat is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 23 Sep 2022. As of 30 Sep 2026, it manages ₹56.27 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.08% over 1 year and +8.49% over 3 years (+12.14% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 0.72 percentage points behind of its benchmark. Its 3-year return ranks 322nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Team moat.
Ranked nearby on 3-year return: Phillip Alpha Creation Equity Strategy (+8.59%), WhiteOak India Business Leaders PMS (+8.52%), NAFA Emerging Blue Chip Portfolio (+8.48%), R Wadiwala Agile PE Ratio Portfolio - Master (+8.48%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.36% |
| 3 Months | +3.54% |
| 1 Year | +3.08% |
| 3 Years | +8.49% |
| Since Inception | +12.14% |
| management fee | Fixed Fees: Fixed Management Fees 2% |
| performance fee | Variable Fees: Hurdle Rater 12% Performance Fees 20% |
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.
Book an intro callEmerging Moat has a 1-year return of +3.08%, a 3-year return of +8.49% and +12.14% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Emerging Moat returned +8.49% against +9.21% for the BSE 500 TRI, 0.72 percentage points behind. Over 1 year it returned +3.08% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Emerging Moat's 3-year return of +8.49% ranks 322nd as of 30 Sep 2026.
Emerging Moat is managed by Team moat at Moat Financial Services. The strategy manages ₹56.27 Cr of client assets as of 30 Sep 2026.
Emerging Moat manages ₹56.27 Cr of client assets as of 30 Sep 2026.
The fee structure for Emerging Moat includes: management fee: Fixed Fees: Fixed Management Fees 2%; performance fee: Variable Fees: Hurdle Rater 12% Performance Fees 20%.
The minimum investment for Emerging Moat is ₹50 Lakhs.
Emerging Moat was launched on 23 Sep 2022. It has a 4-year track record.
Description
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