PMS · Equity · Large & Mid Cap
Ambit - caliber
Fund size₹96 Cr
Alpha (3Y)6.02%
3Y return14.80%
Fund age5 yrs 5 mo
Fund Managers
Surjitt Singh Arora
Head, PMS & Portfolio Manager, Ambit Global
Experience: Over 20 years of experience in Equity Research and Fund Management. Earlier headed the PMS vertical at PGIM India Asset Management and served as Portfolio Manager for PGIM India PMS portfolios for 4 years. Previously Head of PMS and Principal Officer at Tata Asset Management for 7 years. Prior experience as Senior Research Analyst at Prabhudas Lilladher for 7 years, covering Autos and FMCG sectors. Education: Bachelor’s in Management Studies from Sydenham College, Mumbai. Master’s in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai.
Managing AUM₹664 Cr
Umesh Gupta
Fund Manager, PMS, Ambit Global
Umesh Gupta is the Co-Head of Equities at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He has over 20 years experience in Indian Capital Markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018 - 2020), Portfolio Manager at Reliance Private Client (2013 - 2018), AVP Research and Assistant Portfolio Manager at Reliance Private Client (2010 - 2013), Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005 - 2010), Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1995 - 2005). He has done his B. Com, MBA from IMT Ghaziabad.
Managing AUM₹620 Cr
Growth of₹Cr
Ambit caliber
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ambit caliber | 1.08% | 9.29% | 0.01% | 14.80% | 9.78% | 14.35% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 10.88% |
| Excess over benchmark | 7.01% | 9.72% | −0.05% | 6.23% | −0.63% | 3.47% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
15.81%
Benchmark approx 13.30%
A standard deviation reflecting historical swings.
Sensitivity
0.98
Beta vs benchmark 1.00 · 2% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.61
Sharpe
Excess return gained per unit of volatility.
Capture ratio
123 / 95
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.60% from its 07 Jul 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−20.60%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 07 Jul 2024 | 28 Feb 2025 | −20.60% | 236 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak07 Jul 2024
Trough28 Feb 2025
Depth−20.60%
Fell over236 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
59
P/E ratio
34.30
P/B ratio
4.68
Dividend yield
0.35%
Avg market cap
₹2.72 L Cr
Median market cap
₹1.07 L Cr
Asset class
Equity
Market cap
Large cap54.70%
Mid cap33.04%
Small cap10.00%
Cash & others2.26%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee10% of profit
Hurdle RateAbove 15%
No exit load. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.