Know Your PMS · Monthly tearsheet
Ambit Maximus Smart Factor Portfolio - STP
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_202627 months filedBM: NIFTY50TRIBM: NIFTY 50 TRIBM: Benchmark
CAGR
-5.39%
Total return
-11.71%
Max drawdown
-24.15%
Sharpe
-0.25
Sortino
-0.29
Calmar
-0.22
Win months
48.15%
Best / worst month
10.8% / -11.3%
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 | -1.02% | 2.22% | -11.32% | 10.85% | 0.79% | -0.55% | 1.50% | 1.42% | -5.89% | – | – | – | -3.42% |
2025 | -5.97% | -9.72% | 6.39% | 2.75% | 3.74% | 3.79% | -3.57% | -1.64% | 1.49% | 4.15% | 1.24% | -0.47% | 0.94% |
2024 | – | – | – | – | – | – | 0.00% | -0.22% | 1.58% | -7.68% | -0.46% | -2.77% | -9.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 24.15% | 24 mo · open |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.22% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
16.35%
Downside deviation
18.65%