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Moat Financial Services Private Limited — PMS strategies

Moat Financial Services Private Limited is a SEBI-registered portfolio manager running 13 strategies in our tracker, holding ₹354 Cr in aggregate AUM across the 10 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

Strategies
13
Aggregate AUM
₹354 Cr
Best 3Y return
23.6%
Minimum
₹50 lakh
Categories:Hybrid (1)

All 13 strategies from Moat Financial Services Private Limited

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Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.

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