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MOAT Financial Services - Fund Manager

Ramakrishnan TB

Ramakrishnan TB

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.

Fund Name
Classification
Fund AUM (Cr.)
MOAT - Special Opportunities Fund
Equity: Multi Cap
8.53
MOAT - UpperCrust Wealth Fund
Equity: Multi Cap
51.55
MOAT-Emerging Moat
Equity: Multi Cap
21.2
MOAT-Moderate Compounders
Equity: Multi Cap
13.15
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Hindustan Aeronautics Ltd.6.05%
Cigniti Technologies Ltd3.45%
Tata Investment Corporation Ltd3.29%
Tube Investments of India Ltd2.95%
Power Finance Corporation Ltd.2.93%
Fund Name1M3M6M1Y3Y5YSince Inception
MOAT - Special Opportunities Fund
-0.89%
11.66%
12.62%
26.71%
20.37%
N/A
21.78%
MOAT - UpperCrust Wealth Fund
7.43%
28.09%
26.23%
57.03%
N/A
N/A
14.65%
MOAT-Emerging Moat
3.26%
16.06%
21.24%
41.01%
N/A
N/A
28%
MOAT-Moderate Compounders
2.09%
9.24%
13.78%
30.44%
23.67%
17.23%
11.95%
Fund Performance