- Manager
- Ambit Wealth
- Service
- Discretionary
- Asset class
- Equity
Ambit Maximus Smart Factor Portfolio - STP
+1.37%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Ambit Wealth’s Ambit Maximus Smart Factor Portfolio - STP returned 1.37% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹3.04 crore across its clients.
Key numbers
- AUM
- ₹3.04 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.55×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.89% | −6.03% | +0.14% |
| 3 months | −3.12% | −4.91% | +1.79% |
| 6 months | +7.65% | +2.13% | +5.52% |
| 1 year | +1.37% | −7.09% | +8.46% |
| 2 years | −6.72% | −5.29% | −1.43% |
| Since inception | −5.22% | −2.28% | −2.94% |
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
- Mutual funds96.38%₹2.93 Cr
- Cash and other3.62%₹0.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.39 Cr
- Net, Sep 2026
- −₹1.39 Cr
- Net, FY to date
- −₹2.80 Cr
- Turnover, month
- 0.33×
- Turnover, past year
- 0.55×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ambit Maximus Smart Factor Portfolio - STP returned?
1.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.89%; 3 months: −3.12%; 6 months: 7.65%; 1 year: 1.37%; 2 years: −6.72%; Since inception: −5.22%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 8.46 percentage points ahead.
How much does Ambit Maximus Smart Factor Portfolio - STP manage?
₹3.04 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 Maximus Smart Factor Portfolio - STP?
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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