Moat Financial Services Private Limited • Equity
Special Opportunities is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 4 Nov 2020. As of 30 Sep 2026, it manages ₹12.2 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.18% over 1 year, +7.66% over 3 years and +8.86% over 5 years (+14.20% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 1.55 percentage points behind of its benchmark. Its 3-year return ranks 347th 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 Signature India Portfolio (+7.74%), Jewel (+7.72%), Key Picks Portfolio Approach (+7.64%), Alpha Alternatives Fund Advisors LLP PMS Systematic Equity (+7.62%).
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 | +0.30% |
| 3 Months | +4.04% |
| 1 Year | +6.18% |
| 3 Years | +7.66% |
| 5 Years | +8.86% |
| Since Inception | +14.20% |
| management fee | Fixed Fees: Fixed Management Fee 2% |
| performance fee | Variable Fees: Hurdle Rate 12% Performance fees 20% over hurdle rate |
| 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.
Book an intro callSpecial Opportunities has a 1-year return of +6.18%, a 3-year return of +7.66%, a 5-year return of +8.86% and +14.20% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Special Opportunities returned +8.86% against +8.91% for the BSE 500 TRI, 0.05 percentage points behind. Over 3 years it returned +7.66% against +9.21%; Over 1 year it returned +6.18% 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, Special Opportunities's 3-year return of +7.66% ranks 347th as of 30 Sep 2026.
Special Opportunities is managed by Team moat at Moat Financial Services. The strategy manages ₹12.2 Cr of client assets as of 30 Sep 2026.
Special Opportunities manages ₹12.2 Cr of client assets as of 30 Sep 2026.
The fee structure for Special Opportunities includes: management fee: Fixed Fees: Fixed Management Fee 2%; performance fee: Variable Fees: Hurdle Rate 12% Performance fees 20% over hurdle rate; exit load: Nil.
The minimum investment for Special Opportunities is ₹50 Lakhs.
Special Opportunities was launched on 4 Nov 2020. It has a 5-year track record.
Description
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