Strategy performance
AMBIT CURATED PORTFOLIO
Ambit Investment Advisors Private Limited · AUM ₹48.9 Cr · as of Sep 2026
Our read
₹100 grew to ₹138.0 since inception (+9.9% CAGR), with a max drawdown of −29.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.4%
Since inception
+9.9%
Max drawdown
−29.2%
Volatility
+18.4%
Peer position
Loading peer ranks…
Performance
AMBIT CURATED PORTFOLIO₹138.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.4% | −1.2% | −11.8% | +16.4% | +1.3% | +5.8% | +2.1% | +2.3% | −2.5% | +5.8% | |||
| 2025 | −9.0% | −11.2% | +2.8% | +3.3% | +6.0% | +3.8% | −1.8% | −2.6% | −1.9% | +5.6% | −0.7% | −5.0% | −11.7% |
| 2024 | −2.2% | −0.4% | −0.9% | +1.0% | −0.5% | +10.5% | +5.9% | +1.9% | +4.5% | −3.3% | +0.9% | −1.3% | +16.4% |
| 2023 | +6.3% | +3.5% | +1.3% | +4.4% | +1.3% | −2.8% | +6.1% | +4.4% | +26.9% |
Metrics
Tearsheet- 1M return
- −2.5%
- 3M return
- +1.8%
- 6M return
- +27.0%
- 1Y return
- +5.5%
- 2Y CAGR
- −5.2%
- 3Y CAGR
- +5.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.9%
- Total return
- +38.0%
- Average month
- +0.9%
- Median month
- +1.3%
- Average up month
- +4.4%
- Best month
- +16.4%
- Best rolling 12M
- +30.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
AMBIT CURATED PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has AMBIT CURATED PORTFOLIO performed?
- AMBIT CURATED PORTFOLIO (Ambit Investment Advisors Private Limited) shows CAGR 9.88% and max drawdown -29.19% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is AMBIT CURATED PORTFOLIO CAGR / max drawdown?
- CAGR is 9.88%; max drawdown is -29.19%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do AMBIT CURATED PORTFOLIO returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite AMBIT CURATED PORTFOLIO?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more