Know Your PMS · Monthly tearsheet
Ambit Alpha Growth 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: BenchmarkBM: NIFTY50TRI
CAGR
21.79%
Total return
112.92%
Max drawdown
-30.51%
Sharpe
1.02
Sortino
1.09
Calmar
0.71
Win months
60.87%
Best / worst month
13.8% / -15.5%
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 | -7.20% | -1.65% | -6.95% | 13.26% | 4.24% | 5.63% | -1.10% | 4.84% | -2.63% | – | – | – | 6.93% |
2025 | -15.50% | -12.73% | 10.41% | -1.47% | 8.93% | 2.53% | -3.52% | -4.59% | 0.60% | 4.26% | -4.41% | -1.05% | -18.18% |
2024 | 6.59% | 2.01% | 0.44% | 10.39% | -0.57% | 9.12% | 9.77% | 0.16% | -0.63% | 1.09% | -0.78% | 3.62% | 48.53% |
2023 | 0.03% | -2.49% | 1.48% | 6.60% | 7.54% | 8.93% | 13.81% | 5.45% | -0.70% | 2.07% | 9.10% | 4.49% | 71.40% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -4.40% | -4.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 30.51% | 21 mo · open |
| Dec_2022 | Feb_2023 | Apr_2023 | 6.75% | 4 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 0.78% | 1 mo |
| Sep_2023 | Sep_2023 | Oct_2023 | 0.70% | 1 mo |
| Sep_2024 | Sep_2024 | Oct_2024 | 0.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
21.43%
Downside deviation
19.95%