- Manager
- Ambit Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Ambit Curated Portfolio
+5.41%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Ambit Investment Advisors’ Ambit Curated Portfolio returned 5.41% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹47.61 crore across its clients.
Key numbers
- AUM
- ₹47.61 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.54% | −5.57% | +3.03% |
| 3 months | +1.81% | −3.59% | +5.40% |
| 6 months | +27.02% | +8.07% | +18.95% |
| 1 year | +5.41% | −2.33% | +7.74% |
| 2 years | −5.17% | −3.93% | −1.24% |
| 3 years | +5.44% | +9.21% | −3.77% |
| 4 years | +7.55% | +11.22% | −3.67% |
| 5 years | +5.71% | +8.91% | −3.20% |
| Since inception | +12.77% | +15.76% | −2.99% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.44%₹45.44 Cr
- Cash and other4.56%₹2.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.02 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 1.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ambit Curated Portfolio returned?
5.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.54%; 3 months: 1.81%; 6 months: 27.02%; 1 year: 5.41%; 2 years: −5.17%; 3 years: 5.44%; 4 years: 7.55%; 5 years: 5.71%; Since inception: 12.77%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.74 percentage points ahead.
How much does Ambit Curated Portfolio manage?
₹47.61 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ambit Curated Portfolio?
Ambit Investment Advisors, a SEBI-registered portfolio manager (INP000005059), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app