Know Your PMS · Monthly tearsheet
AMBIT EMERGING GIANTS SMALL CAP 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_202633 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
1.81%
Total return
5.07%
Max drawdown
-33.39%
Sharpe
0.19
Sortino
0.08
Calmar
0.05
Win months
51.52%
Best / worst month
21.7% / -12.9%
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 | -3.78% | 0.89% | -12.86% | 21.73% | 3.03% | 9.40% | 0.75% | 4.46% | -0.93% | – | – | – | 21.02% |
2025 | -12.40% | -12.58% | -2.05% | 5.46% | 13.26% | 2.91% | -1.23% | -5.79% | -1.98% | 1.44% | -1.61% | -2.89% | -18.49% |
2024 | 0.22% | -3.77% | -7.48% | 7.68% | -4.50% | 10.43% | 5.49% | 2.85% | 0.30% | -0.88% | 0.10% | -2.64% | 6.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 33.39% | 24 mo · open |
| Feb_2024 | Mar_2024 | Jun_2024 | 10.97% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
24.52%
Downside deviation
21.99%