Moat Financial Services Private Limited • Equity
Moderate Compounders is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 12 Nov 2013. As of 30 Sep 2026, it manages ₹17.32 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.00% over 1 year, +8.44% over 3 years and +12.02% over 5 years (+10.98% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 0.77 percentage points behind of its benchmark. Its 3-year return ranks 328th 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: InCred Multicap Portfolio (+8.46%), White Oak India Pioneers Equity Portfolio (+8.46%), EquityFactorQuant (+8.43%), Business Leader (+8.38%).
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 | +0.47% |
| 3 Months | +3.88% |
| 1 Year | +4.00% |
| 3 Years | +8.44% |
| 5 Years | +12.02% |
| Since Inception | +10.98% |
| management fee | Fixed Fees: Fixed Management Fees |
| performance fee | Variable Fees: Hurdle Rate 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 callModerate Compounders has a 1-year return of +4.00%, a 3-year return of +8.44%, a 5-year return of +12.02% and +10.98% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Moderate Compounders returned +12.02% against +8.91% for the BSE 500 TRI, 3.11 percentage points ahead. Over 3 years it returned +8.44% against +9.21%; Over 1 year it returned +4.00% 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, Moderate Compounders's 3-year return of +8.44% ranks 328th as of 30 Sep 2026.
Moderate Compounders is managed by Team moat at Moat Financial Services. The strategy manages ₹17.32 Cr of client assets as of 30 Sep 2026.
Moderate Compounders manages ₹17.32 Cr of client assets as of 30 Sep 2026.
The fee structure for Moderate Compounders includes: management fee: Fixed Fees: Fixed Management Fees; performance fee: Variable Fees: Hurdle Rate 12% Performance Fees 20%.
The minimum investment for Moderate Compounders is ₹50 Lakhs.
Moderate Compounders was launched on 12 Nov 2013. It has a 12-year track record.
Description
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