Strategy performance
Ambit CALIBER H Portfolio
Ambit Wealth Private Limited · AUM ₹10.1 Cr · as of Sep 2026
Our read
₹100 grew to ₹157.3 since inception (+12.5% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −18.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.0%
+5.2% vs benchmark
Since inception
+12.5%
Max drawdown
−18.9%
Volatility
+15.3%
Peer position
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Performance
Ambit CALIBER H Portfolio₹157.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | +0.2% | −10.9% | +9.7% | +1.1% | +3.5% | +1.1% | +3.6% | −5.5% | −0.9% | |||
| 2025 | −6.5% | −7.8% | +8.0% | +1.4% | +3.5% | +4.7% | −4.3% | −2.7% | +2.4% | +4.5% | +1.8% | +0.3% | +4.1% |
| 2024 | +5.1% | +0.7% | +2.9% | +5.8% | +3.6% | +5.6% | +4.3% | −0.5% | −0.3% | −7.0% | +1.1% | +0.9% | +23.6% |
| 2023 | −4.3% | +1.6% | +0.7% | +4.3% | +5.7% | +3.7% | +1.9% | +2.0% | +1.5% | −2.6% | +7.8% | +4.9% | +30.0% |
| 2022 | −5.2% | −5.2% |
Metrics
Tearsheet- 1M return
- −5.5%
- 3M return
- −1.1%
- 6M return
- +13.6%
- 1Y return
- +5.8%
- 2Y CAGR
- −1.1%
- 3Y CAGR
- +12.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.5%
- Total return
- +57.3%
- Average month
- +1.1%
- Median month
- +1.6%
- Average up month
- +3.3%
- Best month
- +9.7%
- Best rolling 12M
- +49.8%
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 CALIBER H Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Ambit CALIBER H Portfolio performed?
- Ambit CALIBER H Portfolio (Ambit Wealth Private Limited) shows CAGR 12.55% and max drawdown -18.92% 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 CALIBER H Portfolio CAGR / max drawdown?
- CAGR is 12.55%; max drawdown is -18.92%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do Ambit CALIBER H 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 CALIBER H 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