Know Your PMS · Monthly tearsheet
Ambit CALIBER 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: NIFTY50TRIBM: Benchmark
CAGR
13.02%
Total return
59.85%
Max drawdown
-19.92%
Sharpe
0.87
Sortino
0.68
Calmar
0.65
Win months
71.74%
Best / worst month
9.7% / -10.8%
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 | -2.28% | 0.46% | -10.83% | 9.67% | 1.12% | 3.40% | 1.17% | 3.64% | -5.64% | – | – | – | -0.69% |
2025 | -7.03% | -7.13% | 7.05% | 1.73% | 4.05% | 4.85% | -3.80% | -2.15% | 2.59% | 4.77% | 1.87% | 0.44% | 6.19% |
2024 | 5.17% | 0.92% | 2.55% | 6.55% | 4.39% | 5.33% | 4.35% | -0.53% | -0.14% | -8.30% | 0.61% | 1.21% | 23.42% |
2023 | -4.40% | 1.71% | 0.58% | 4.31% | 5.75% | 3.69% | 1.79% | 1.87% | 1.51% | -2.67% | 7.70% | 4.87% | 29.43% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -5.12% | -5.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jul_2026 | 19.92% | 23 mo |
| Dec_2022 | Jan_2023 | May_2023 | 9.29% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.64% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
15.24%
Downside deviation
19.11%