Know Your PMS · Monthly tearsheet
Ambit Maximus Smart Factor 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_202627 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
-5.62%
Total return
-12.20%
Max drawdown
-24.56%
Sharpe
-0.26
Sortino
-0.28
Calmar
-0.23
Win months
51.85%
Best / worst month
11.1% / -11.6%
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 | -1.05% | 2.27% | -11.64% | 11.12% | 0.83% | -0.54% | 1.57% | 1.52% | -6.05% | – | – | – | -3.47% |
2025 | -5.83% | -9.95% | 5.91% | 3.16% | 3.90% | 3.79% | -3.58% | -1.64% | 1.35% | 4.28% | 1.26% | -0.48% | 0.92% |
2024 | – | – | – | – | – | – | 0.00% | 0.37% | 0.94% | -7.47% | -0.68% | -3.20% | -9.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 24.56% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
16.55%
Downside deviation
19.72%