- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Equity
Emerging Moat
+3.08%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Moat Financial Services’ Emerging Moat returned 3.08% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹56.27 crore across its clients.
Key numbers
- AUM
- ₹56.27 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.36% | −5.57% | +5.93% |
| 3 months | +3.54% | −3.59% | +7.13% |
| 6 months | +19.52% | +8.07% | +11.45% |
| 1 year | +3.08% | −2.33% | +5.41% |
| 2 years | −5.18% | −3.93% | −1.25% |
| 3 years | +8.49% | +9.21% | −0.72% |
| 4 years | +12.21% | +11.22% | +0.99% |
| Since inception | +12.14% | +10.74% | +1.40% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.40%₹53.68 Cr
- Cash and other4.23%₹2.38 Cr
- Mutual funds0.37%₹0.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.21 Cr
- Net, Sep 2026
- −₹1.21 Cr
- Net, FY to date
- −₹2.45 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Emerging Moat returned?
3.08% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.36%; 3 months: 3.54%; 6 months: 19.52%; 1 year: 3.08%; 2 years: −5.18%; 3 years: 8.49%; 4 years: 12.21%; Since inception: 12.14%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 5.41 percentage points ahead.
How much does Emerging Moat manage?
₹56.27 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Emerging Moat?
Moat Financial Services, a SEBI-registered portfolio manager (INP000004482), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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