Know Your PMS · Monthly tearsheet
Capital Appreciation - Moat 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 Mar_20211 months filed
CAGR
Needs 12 months
Total return
-16.70%
Max drawdown
Needs 3 months
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
0.00%
Best / worst month
-16.7% / -16.7%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | – | – | -16.70% | – | – | – | – | – | – | – | – | – | -16.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2021 | Mar_2021 | Ongoing | 16.70% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
0 mo
Longest loss streak
1 mo
Ann. volatility
0.00%
Downside deviation
57.85%