Know Your PMS · Monthly tearsheet
Ambit CALIBER H 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_202646 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
12.55%
Total return
57.33%
Max drawdown
-18.92%
Sharpe
0.85
Sortino
0.66
Calmar
0.66
Win months
71.74%
Best / worst month
9.7% / -10.9%
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 | -2.30% | 0.23% | -10.89% | 9.74% | 1.11% | 3.51% | 1.10% | 3.57% | -5.53% | – | – | – | -0.86% |
2025 | -6.46% | -7.85% | 7.98% | 1.44% | 3.45% | 4.72% | -4.31% | -2.69% | 2.44% | 4.53% | 1.84% | 0.27% | 4.14% |
2024 | 5.07% | 0.70% | 2.86% | 5.75% | 3.64% | 5.64% | 4.30% | -0.51% | -0.27% | -7.04% | 1.10% | 0.87% | 23.62% |
2023 | -4.32% | 1.65% | 0.69% | 4.25% | 5.66% | 3.73% | 1.95% | 2.03% | 1.46% | -2.64% | 7.82% | 4.88% | 30.01% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -5.19% | -5.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Aug_2026 | 18.92% | 24 mo |
| Dec_2022 | Jan_2023 | May_2023 | 9.29% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.53% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.64% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
15.15%
Downside deviation
18.88%