- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Equity
Moderate Compounders
+4.00%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Moat Financial Services’ Moderate Compounders returned 4.00% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹17.32 crore across its clients.
Key numbers
- AUM
- ₹17.32 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.59×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.47% | −5.57% | +6.04% |
| 3 months | +3.88% | −3.59% | +7.47% |
| 6 months | +23.63% | +8.07% | +15.56% |
| 1 year | +4.00% | −2.33% | +6.33% |
| 2 years | −5.38% | −3.93% | −1.45% |
| 3 years | +8.44% | +9.21% | −0.77% |
| 4 years | +13.17% | +11.22% | +1.95% |
| 5 years | +12.02% | +8.91% | +3.11% |
| Since inception | +10.98% | +14.11% | −3.13% |
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 equity97.34%₹16.86 Cr
- Cash and other2.66%₹0.46 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.03 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹0.02 Cr
- Net, FY to date
- −₹0.79 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 0.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Moderate Compounders returned?
4.00% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.47%; 3 months: 3.88%; 6 months: 23.63%; 1 year: 4.00%; 2 years: −5.38%; 3 years: 8.44%; 4 years: 13.17%; 5 years: 12.02%; Since inception: 10.98%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.33 percentage points ahead.
How much does Moderate Compounders manage?
₹17.32 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 Moderate Compounders?
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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