Know Your PMS · Monthly tearsheet
Ambit Bespoke FI 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_202637 months filedBM: CRISILCOMPOSITEBONDBM: CRISIL Composite Bond IndexBM: Benchmark
CAGR
1.83%
Total return
5.74%
Max drawdown
-8.27%
Sharpe
0.44
Sortino
0.23
Calmar
0.22
Win months
78.38%
Best / worst month
2.6% / -5.6%
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 | 0.34% | 0.31% | 0.33% | 0.38% | 0.34% | 0.37% | 0.41% | 0.34% | 0.34% | – | – | – | 3.20% |
2025 | 0.21% | 0.57% | 0.70% | 0.59% | 0.97% | 2.57% | -5.58% | -2.85% | 0.36% | 0.43% | 0.37% | 0.36% | -1.54% |
2024 | 0.57% | 1.37% | -0.72% | 0.60% | 0.57% | 0.54% | 0.58% | 1.12% | -0.13% | -1.02% | -0.03% | -0.03% | 3.45% |
2023 | – | – | – | – | – | – | – | – | 0.68% | 0.60% | 0.52% | -1.20% | 0.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Aug_2025 | Ongoing | 8.27% | 15 mo · open |
| Sep_2024 | Dec_2024 | Mar_2025 | 1.21% | 6 mo |
| Dec_2023 | Dec_2023 | Feb_2024 | 1.20% | 2 mo |
| Mar_2024 | Mar_2024 | May_2024 | 0.72% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
13 mo
Longest loss streak
4 mo
Ann. volatility
4.32%
Downside deviation
7.96%