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MOAT Financial Services - Fund Manager

Sudheesh M

Sudheesh M

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

Fund Name
Classification
Fund AUM (Cr.)
MOAT - Special Opportunities Fund
Equity: Multi Cap
8.62
MOAT-Emerging Moat
Equity: Multi Cap
18.94
MOAT-Moderate Compounders
Equity: Multi Cap
12.87
Top Holdings - ConsoloidatedWts(%)
Cash and Equivalents1.95%
HDFC Bank Ltd1.59%
V I P Industries Ltd1.18%
Hindustan Unilever Ltd0.96%
Cummins India Ltd0.96%
Fund Name1M3M6M1Y3Y5YSince Inception
MOAT - Special Opportunities Fund
5.53%
8.86%
19.55%
25.71%
16.62%
N/A
22.77%
MOAT-Emerging Moat
5.7%
8.98%
21.82%
36.18%
N/A
N/A
26.88%
MOAT-Moderate Compounders
4.95%
8.77%
23.41%
33.33%
22.73%
17%
12.39%
Fund Performance