MOAT - Special Opportunities Fund

MOAT - Special Opportunities Fund

EQUITY MULTI CAP
An equity strategy investing in a concentrated portfolio of quality businesses that may become the leaders of tomorrow.
+12.55%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Nov '20
Total AUM
₹13.71Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
0.00%
PMS management

SM
Sudheesh M
Finance and Compliance Officer
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About
Mr. Sudheesh M has over a decade of experience in the field of corporate finance, accounts, and audit. He started his career with a reputed Chartered Accountant in 2006 in Cochin. Taxation, corporate audit, and accounting are his specializations. He has been working with Moat Financial Services since 2013 and is currently in the Finance and Compliance office. Sudheesh is a commerce graduate and is on the path to becoming a Chartered Accountant
Experience
Over a decade of experience in corporate finance, accounts, and audit.
Investment philosophy
Specializes in taxation, corporate audit, and accounting.
Previously worked at
  • Moat Financial Services
  • Chartered Accountant Firm, Cochin
Awards
  • Manages finance and compliance functions at Moat Financial Services since 2013.

RT
Ramakrishnan TB
SEBI Registered Research Analyst
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About
Mr. Ramakrishnan T.B., commonly called Ramki, is a registered Research Analyst with SEBI and holds a Post Graduate Program in Portfolio Management from NISM. He was a Cochin Stock Exchange member and a governing board member during 1998-2000 and ex-Treasurer during 1998-1999. He was the Regional Head of Sharekhan (2002-2006). With over 32 years of experience in financial markets, Mr. Ramki plays a key role in organizing various investor awareness programs in Kerala and other states. He actively participates as a speaker in investment awareness initiatives organized by NSE, BSE, MCX, NSDL, CDSL, and SEBI. He is also a frequent panellist in public media discussions related to Financial Markets. Since May 2023, Mr. Ramki has conducted numerous investor awareness programs throughout Kerala, focusing on "AI and its impact on the stock market." His profound knowledge and extensive experience in stock market analysis greatly enrich these seminars with valuable insights. In addition to his speaking engagements, Mr. Ramki regularly contributes articles to publications such as "Sampadyam" by Malayala Manorama, "Dhanam" Magazines, and "Business Deepika." These contributions aim to keep the investing public informed about the Financial and Commodity Markets.
Experience
Over 32 years of experience in the financial markets.
Investment philosophy
Specializes in stock market analysis and financial market education for investors.
Previously worked at
  • Sharekhan
  • Cochin Stock Exchange
Awards
  • Former governing board member and Treasurer of the Cochin Stock Exchange. Frequent speaker for investor awareness initiatives organized by SEBI, NSE, and BSE. Contributes articles to prominent financial publications.
PMS house
MOAT Financial Services
MOAT Financial Services
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