Know Your PMS · Monthly tearsheet
AMBIT CURATED 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_202641 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
9.88%
Total return
37.98%
Max drawdown
-29.19%
Sharpe
0.60
Sortino
0.58
Calmar
0.34
Win months
56.10%
Best / worst month
16.4% / -11.8%
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 | -4.40% | -1.19% | -11.81% | 16.43% | 1.25% | 5.84% | 2.08% | 2.33% | -2.54% | – | – | – | 5.82% |
2025 | -8.97% | -11.21% | 2.83% | 3.30% | 6.01% | 3.77% | -1.81% | -2.60% | -1.95% | 5.59% | -0.69% | -4.96% | -11.74% |
2024 | -2.22% | -0.42% | -0.95% | 1.01% | -0.53% | 10.54% | 5.94% | 1.95% | 4.52% | -3.34% | 0.93% | -1.29% | 16.45% |
2023 | – | – | – | – | 6.26% | 3.50% | 1.26% | 4.43% | 1.28% | -2.77% | 6.08% | 4.43% | 26.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 29.19% | 24 mo · open |
| Jan_2024 | Mar_2024 | Jun_2024 | 3.56% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.77% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
18.13%
Downside deviation
17.10%