Know Your PMS · Monthly tearsheet
AMBIT GOOD and CLEAN MIDCAP 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 May_202629 months filedBM: BenchmarkBM: BSE500TRI
CAGR
7.54%
Total return
19.20%
Max drawdown
-20.79%
Sharpe
0.49
Sortino
0.33
Calmar
0.36
Win months
72.41%
Best / worst month
12.4% / -12.0%
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 | 0.14% | 0.94% | -11.98% | 12.38% | 1.71% | – | – | – | – | – | – | – | 1.70% |
2025 | -7.63% | -8.77% | 4.47% | 1.20% | 1.78% | 4.25% | -3.74% | -2.95% | 0.29% | 4.22% | 2.41% | 0.78% | -4.73% |
2024 | -2.31% | 1.71% | -1.58% | 7.75% | 1.67% | 10.10% | 5.64% | 2.79% | 2.20% | -6.67% | 0.33% | 0.38% | 23.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 20.79% | 20 mo · open |
| Jan_2024 | Jan_2024 | Apr_2024 | 2.31% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
17.90%
Downside deviation
23.03%