- Manager
- Ambit Wealth
- Service
- Discretionary
- Asset class
- Debt
Ambit IRIS Portfolio
+21.18%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
Ambit Wealth’s Ambit IRIS Portfolio returned 21.18% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹970 crore across its clients.
Key numbers
- AUM
- ₹970 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 1.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +1.20% | −0.42% | +1.62% |
| 3 months | +5.37% | −0.40% | +5.77% |
| 6 months | +10.71% | +3.10% | +7.61% |
| 1 year | +21.18% | +3.81% | +17.37% |
| Since inception | +17.47% | +5.11% | +12.36% |
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 equity95.68%₹928 Cr
- Cash and other4.14%₹40.20 Cr
- Mutual funds0.18%₹1.71 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹44.92 Cr
- Outflow, Sep 2026
- ₹2.25 Cr
- Net, Sep 2026
- ₹42.67 Cr
- Net, FY to date
- ₹313 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 1.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ambit IRIS Portfolio returned?
21.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.20%; 3 months: 5.37%; 6 months: 10.71%; 1 year: 21.18%; Since inception: 17.47%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 17.37 percentage points ahead.
How much does Ambit IRIS Portfolio manage?
₹970 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 IRIS Portfolio?
Ambit Wealth, a SEBI-registered portfolio manager (INP000007465), 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.
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