Strategy performance
Ambit Maximus Smart Factor Portfolio - STP
Ambit Wealth Private Limited · AUM ₹4.67 Cr · as of Sep 2026
Our read
₹100 grew to ₹88.3 since inception (−5.4% CAGR), behind its filed benchmark on the same window, with a max drawdown of −24.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−4.4% vs benchmark
Since inception
−5.4%
Max drawdown
−24.2%
Volatility
+16.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Ambit Maximus Smart Factor Portfolio - STP₹88.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.0% | +2.2% | −11.3% | +10.8% | +0.8% | −0.6% | +1.5% | +1.4% | −5.9% | −3.4% | |||
| 2025 | −6.0% | −9.7% | +6.4% | +2.8% | +3.7% | +3.8% | −3.6% | −1.6% | +1.5% | +4.2% | +1.2% | −0.5% | +0.9% |
| 2024 | 0.0% | −0.2% | +1.6% | −7.7% | −0.5% | −2.8% | −9.4% |
Metrics
Tearsheet- 1M return
- −5.9%
- 3M return
- −3.1%
- 6M return
- +7.6%
- 1Y return
- +1.4%
- 2Y CAGR
- −6.7%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −5.4%
- Total return
- −11.7%
- Average month
- −0.3%
- Median month
- 0.0%
- Average up month
- +3.2%
- Best month
- +10.9%
- Best rolling 12M
- +20.3%
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 Maximus Smart Factor Portfolio - STP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Ambit Maximus Smart Factor Portfolio - STP performed?
- Ambit Maximus Smart Factor Portfolio - STP (Ambit Wealth Private Limited) shows CAGR -5.39% and max drawdown -24.15% 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 Maximus Smart Factor Portfolio - STP CAGR / max drawdown?
- CAGR is -5.39%; max drawdown is -24.15%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do Ambit Maximus Smart Factor Portfolio - STP 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 Maximus Smart Factor Portfolio - STP?
- 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