PMS · Equity · Flexi Cap
MOAT - Auxano Alpha Fund
Fund size₹32 Cr
IRRSince inception12.28%
Minimum investment₹50 Lakh
Fund age10 mo
Fund Manager
Biju John
Biju John
Fund Manager, MOAT Financial Services
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.
Managing AUM₹32 Cr
Growth of₹Cr
MOAT Auxano Alpha
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
MOAT Auxano Alpha16.12%————12.28%
Nifty 500−1.02%————0.85%
Excess over benchmark17.14%————11.43%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 12.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 12%
No exit load. Lock-in: Nil.
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