Ambit Wealth Private Limited • Equity
Ambit CALIBER H Portfolio is an equity portfolio management service (PMS) strategy run by Ambit Wealth Private Limited, launched on 22 Feb 2021. As of 30 Sep 2026, it manages ₹9.57 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.83% over 1 year, +12.00% over 3 years and +7.01% over 5 years (+12.40% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.94 percentage points ahead of its benchmark. Its 3-year return ranks 58th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Surjitt Arora.
Ranked nearby on 3-year return: Banyan Yield Plus (+12.09%), Prudent Focused PMS (+12.07%), Delphi 4C Advantage Portfolio (+11.91%), Evergreen (+11.88%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.53% |
| 3 Months | -1.08% |
| 1 Year | +5.83% |
| 3 Years | +12.00% |
| 5 Years | +7.01% |
| Since Inception | +12.40% |
| management fee | Fixed Fees: AMC: 1.25% |
| performance fee | Variable Fees: Hurdle: 10% or 15 |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAmbit CALIBER H Portfolio has a 1-year return of +5.83%, a 3-year return of +12.00%, a 5-year return of +7.01% and +12.40% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ambit CALIBER H Portfolio returned +7.01% against +6.38% for the Nifty 50 TRI, 0.63 percentage points ahead. Over 3 years it returned +12.00% against +6.06%; Over 1 year it returned +5.83% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Ambit CALIBER H Portfolio's 3-year return of +12.00% ranks 58th as of 30 Sep 2026.
Ambit CALIBER H Portfolio is managed by Surjitt Arora at Ambit Wealth. The strategy manages ₹9.57 Cr of client assets as of 30 Sep 2026.
Ambit CALIBER H Portfolio manages ₹9.57 Cr of client assets as of 30 Sep 2026.
The fee structure for Ambit CALIBER H Portfolio includes: management fee: Fixed Fees: AMC: 1.25%; performance fee: Variable Fees: Hurdle: 10% or 15; exit load: NIL.
The minimum investment for Ambit CALIBER H Portfolio is ₹50 Lakhs.
Ambit CALIBER H Portfolio was launched on 22 Feb 2021. It has a 5-year track record.
Description
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