Watch
Often below a prior high
Roughly 62% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Ambit CALIBER H Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Ambit Wealth Private Limited
Age: 46 months
Trailing return from filed months
- 1Y
- 5.82%
- 3Y
- 12.01%
- 5Y
- Needs 60 months
- CAGR
- 12.55%
- Max DD
- -18.92%
- Calmar
- 0.66
- Track
- 46 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
15.83%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Green months were normal
+71.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 73%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
66.54%
Annualised Return
12.55%
Hit Rate
71.74%
Maximum Drawdown
-18.92%
Annualised Volatility
15.09%
Sharpe Ratio
0.98
Sortino Ratio
0.66
Consistency Score
73.3%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 30.01%
- Worst Year Return P
- -5.19%
- Median Annual Return P
- 4.94%
- Average Monthly Return P
- 1.23%
- Geometric Mean Return P
- 1.14%
- Average Drawdown P
- -3.82%
- Median Drawdown P
- -2.07%
- Max Drawdown Duration P
- 24 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 24 mo
- Return / Max Drawdown P
- 0.66
- Return / Avg Drawdown P
- 3.82
- Ulcer Index P
- 6.35%
- Positive Rolling Periods % P
- 66.67%
- Return Stability Score P
- 22.96
- Return Persistence P
- 0.07
- Worst Rolling 12M Return P
- -9.95%
- Best Rolling 12M Return P
- 49.79%
- Maximum Monthly Loss P
- -10.89%
- Worst 3-Month Period P
- -13.05%
- Worst 6-Month Period P
- -18.51%
- Return Smoothness Index P
- 16.91
- Pain Adjusted Return P
- 3.82%
- Worst Case Investor Entry P
- -9.95%
- Capital Preservation Score P
- 81.08%
- Aggressiveness Score P
- 4.36%
- Recovery Efficiency P
- 0.33
- Downside Volatility R
- 10.87%
- Upside Volatility R
- 8.24%
- Time in Drawdown % R
- 62.22%
- VaR 95% R
- -5.93%
- VaR 99% R
- -8.90%
- CVaR 95% R
- -8.06%
- CVaR 99% R
- -10.89%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 4.69%
- CAGR per Unit Drawdown R
- 0.77
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -5.19%
- Return Skewness C
- -0.73
- Return Kurtosis C
- 0.56
- Coefficient of Variation C
- 3.53
- Calmar Ratio C
- 0.66
- Sterling Ratio C
- 0.77
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
Ambit CALIBER H Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Ambit CALIBER H Portfolio performed?
- Ambit CALIBER H Portfolio (Ambit Wealth Private Limited) shows CAGR 12.55% and max drawdown -18.92% 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 Ambit CALIBER H Portfolio CAGR / max drawdown?
- CAGR is 12.55%; max drawdown is -18.92%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do Ambit CALIBER H 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 Ambit CALIBER H 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