Emerging Moat
Emerging Moat is a Equity Portfolio Management Service launched by Moat Financial Services Private Limited on September 2022. Managed by BIJU JOHN, the fund holds ₹57 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Management Fees 2%% fixed fee and Hurdle Rater 12% Performance Fees 20%% performance fee. Trailing returns: -8.26% (1Y), 11.29% CAGR (3Y), 11.96% since inception. Performance data as of July 2026.
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Emerging Moat
Moat Financial Services Private Limited
56.69 CR AUM
Emerging Moat
Moat Financial Services Private Limited
56.69 CR AUM
BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
Fixed Management Fees 2%
Fixed Fees
Hurdle Rater 12%
Performance Fees 20%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
Fixed Management Fees 2%
Fixed Fees
Hurdle Rater 12%
Performance Fees 20%
Variable Fees
NIL
Exit Load
biju john
Fund Manager
EQUITYStrategies
Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.
What is this fund's investment objective?
To invest and create wealth with small and midcap sustainable high growth companies for clients.
How has Emerging Moat performed?
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1M IA return
1.24%
1M benchmark return
1.73%
Alpha
-0.49%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
1.24%
1M benchmark return
1.73%
Alpha
-0.49%
1M Wealth multiple
1.01x
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What does Emerging Moat hold?
Stock - Holdings
Contact us for details
Sector Allocation
Contact us for details