Know Your PMS · Monthly tearsheet
Ambit IRIS 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_202610 months filedBM: CRISIL Composite Bond IndexBM: CRISILCOMPOSITEBOND
CAGR
Needs 12 months
Total return
13.93%
Max drawdown
-0.18%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
2.8% / -0.2%
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 | 1.03% | 1.69% | -0.18% | 1.48% | 2.25% | 1.26% | 1.30% | 2.79% | 1.20% | – | – | – | 13.55% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.34% | 0.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 0.18% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
2.79%
Downside deviation
0.62%