Know Your PMS · Monthly tearsheet
Moat and Special Situations Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202668 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
11.03%
Total return
80.96%
Max drawdown
-16.81%
Sharpe
0.89
Sortino
1.02
Calmar
0.66
Win months
55.88%
Best / worst month
10.2% / -11.0%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -5.90% | -0.58% | -11.03% | 10.20% | 0.68% | 1.73% | -1.06% | 0.30% | -4.16% | – | – | – | -10.65% |
2025 | -3.98% | -3.62% | 6.74% | 2.10% | 5.99% | 4.44% | -2.56% | -1.93% | 1.59% | 4.01% | 0.47% | -0.05% | 13.20% |
2024 | -0.32% | -0.31% | -1.55% | 4.97% | 0.78% | 7.72% | 3.32% | 2.37% | 2.77% | -3.16% | -1.29% | -1.69% | 13.88% |
2023 | -1.86% | -2.76% | -0.19% | 4.68% | 4.56% | 5.55% | 2.06% | -0.08% | 0.94% | 0.27% | 5.64% | 5.14% | 26.15% |
2022 | -0.25% | -3.67% | 4.27% | -0.75% | -0.78% | -3.70% | 7.66% | 3.07% | -3.23% | 2.02% | 5.13% | -1.53% | 7.75% |
2021 | – | 5.37% | 1.01% | -0.57% | 4.57% | 0.71% | 0.44% | 3.36% | 2.64% | -0.57% | -2.81% | 0.71% | 15.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 16.81% | 10 mo · open |
| Oct_2024 | Feb_2025 | May_2025 | 13.03% | 7 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 7.53% | 10 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.21% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.44% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
12.58%
Downside deviation
10.81%