MOAT - Aggressive Leaders Fund

MOAT - Aggressive Leaders Fund

EQUITY MULTI CAP
Growth & Capital Protection
+11.06%
1Y annualised returns
+12.94%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
08 Jan '21
Total AUM
₹2.28Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.9%
Cash0.1%
₹2Cr
Equity market cap split
Small Cap64.0%
Mid Cap25.4%
Large Cap10.5%
₹2Cr
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.15%
PMS management

KM
Koushik Mohan
Fund Manager
View details

About
Koushik has been tracking the Indian equity market and his quest to understand capital markets led him to start investing since 2014. Prior to joining Moat Financial Services, he worked at Northern Trust, a Chicago headquartered custodian bank which manages $1.07 trillion globally. During his tenure with the company, he was part of the Northern Trust EMEA OTC Derivatives team and worked on swaps. Koushik has also worked in an audit firm which helped him understand the ins and outs of the financial universe. While pursuing his Masters degree (MBA), Koushik was part of the equity research team of Finology, an investment advisor managing around INR 100 million at the time. He also worked with major broker firms as a sell-side research analyst. Koushik holds an MBA degree from the National Institute of Securities Markets (SEBI) and a B-com degree from Jain University.
Experience
Experience tracking and investing in Indian capital markets since 2014.
Investment philosophy
Specializes in Indian equity markets, sell-side research, and OTC derivatives.
Previously worked at
  • Northern Trust
  • Finology
  • Sell-side research firms
  • Audit firm
Awards
  • Served on the EMEA OTC Derivatives team at Northern Trust, working on swaps. Holds an MBA from the National Institute of Securities Markets (SEBI).
PMS house
MOAT Financial Services
MOAT Financial Services
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