- Manager
- Moat Financial Services
- Service
- Discretionary
- Asset class
- Equity
Special Opportunities Fund
+6.18%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Moat Financial Services’ Special Opportunities Fund returned 6.18% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹12.20 crore across its clients.
Key numbers
- AUM
- ₹12.20 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | +0.30% | −5.57% | +5.87% |
| 3 months | +4.04% | −3.59% | +7.63% |
| 6 months | +22.77% | +8.07% | +14.70% |
| 1 year | +6.18% | −2.33% | +8.51% |
| 2 years | −3.59% | −3.93% | +0.34% |
| 3 years | +7.66% | +9.21% | −1.55% |
| 4 years | +9.84% | +11.22% | −1.38% |
| 5 years | +8.86% | +8.91% | −0.05% |
| Since inception | +14.20% | +15.89% | −1.69% |
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 equity96.15%₹11.73 Cr
- Cash and other3.85%₹0.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.03 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Special Opportunities Fund returned?
6.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.30%; 3 months: 4.04%; 6 months: 22.77%; 1 year: 6.18%; 2 years: −3.59%; 3 years: 7.66%; 4 years: 9.84%; 5 years: 8.86%; Since inception: 14.20%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 8.51 percentage points ahead.
How much does Special Opportunities Fund manage?
₹12.20 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 Special Opportunities Fund?
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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