Since 1mShort track · Mar 2021Dormant
Strategy performance
Capital Appreciation - Moat Portfolio
Wealth Managers (India) Private Limited · AUM Not reported · as of Mar 2021
Our read
This strategy has 1 filed months on record (below the 12 months needed for annualised CAGR). Total return so far is −16.7%, with a max drawdown of −16.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
Needs 12 months
Max drawdown
−16.7%
Volatility
Needs 12 months
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Capital Appreciation - Moat Portfolio₹83.3Mar 21
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | −16.7% | −16.7% |
Metrics
Tearsheet- 1M return
- −16.7%
- 3M return
- Needs 3 months
- 6M return
- Needs 6 months
- 1Y return
- Needs 12 months
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- Needs 12 months
- Total return
- −16.7%
- Average month
- −16.7%
- Median month
- −16.7%
- Average up month
- No up months in the track
- Best month
- −16.7%
- Best rolling 12M
- Needs 12 months
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2021. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Capital Appreciation - Moat Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Moat Portfolio performed?
- Capital Appreciation - Moat Portfolio (Wealth Managers (India) Private Limited) shows CAGR Needs 12 months and max drawdown -16.70% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Capital Appreciation - Moat Portfolio CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -16.70%. We only publish CAGR when there are enough months (≥12 on this track of 1 months). Learn more
- Where do Capital Appreciation - Moat Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Capital Appreciation - Moat Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more