Moat Portfolio PMS by Wealth Managers: Returns, AUM & Details
Wealth Managers (India) Pvt. Ltd. • Equity
Moat Portfolio is an equity portfolio management service (PMS) strategy run by Wealth Managers (India) Pvt. Ltd., launched on 1 Dec 2014. It manages ₹56.58 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +15.60% over 1 year, +19.70% over 3 years and +7.92% over 5 years (+9.86% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹56.58 Cr
3-year return
+19.70%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹56.58 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/12/2014
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.70%
3 Months
+19.64%
1 Year
+15.60%
3 Years
+19.70%
5 Years
+7.92%
Since Inception
+9.86%
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.
Moat Portfolio has a 1-year return of +15.60%, a 3-year return of +19.70%, a 5-year return of +7.92% and +9.86% since inception. Past performance is not indicative of future results.
What is the AUM of Moat Portfolio?
Moat Portfolio manages ₹56.58 Cr of client assets.
What is the minimum investment for Moat Portfolio?
The minimum investment for Moat Portfolio is ₹50 Lakhs.
When was Moat Portfolio launched?
Moat Portfolio was launched on 1 Dec 2014. It has an 11-year track record.