Ambit Wealth Private Limited • Equity
Ambit CALIBER Portfolio - STP is an equity portfolio management service (PMS) strategy run by Ambit Wealth Private Limited, launched on 18 Jul 2022. As of 30 Sep 2026, it manages ₹6.08 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.81% over 1 year and +12.27% over 3 years (+13.47% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.21 percentage points ahead of its benchmark. Its 3-year return ranks 52nd 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: Bonanza Value (+12.29%), India Indices (+12.28%), Bonanza Multicap (+12.20%), Mid Cap Equity FOF (+12.18%).
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 | -5.33% |
| 3 Months | -0.77% |
| 1 Year | +6.81% |
| 3 Years | +12.27% |
| Since Inception | +13.47% |
| management fee | Fixed Fees: AMC: 1.25% |
| performance fee | Variable Fees: Hurdle: 10% or 15.005 |
| 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 Portfolio - STP has a 1-year return of +6.81%, a 3-year return of +12.27% and +13.47% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Ambit CALIBER Portfolio - STP returned +12.27% against +6.06% for the Nifty 50 TRI, 6.21 percentage points ahead. Over 1 year it returned +6.81% 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 Portfolio - STP's 3-year return of +12.27% ranks 52nd as of 30 Sep 2026.
Ambit CALIBER Portfolio - STP is managed by Surjitt Arora at Ambit Wealth. The strategy manages ₹6.08 Cr of client assets as of 30 Sep 2026.
Ambit CALIBER Portfolio - STP manages ₹6.08 Cr of client assets as of 30 Sep 2026.
The fee structure for Ambit CALIBER Portfolio - STP includes: management fee: Fixed Fees: AMC: 1.25%; performance fee: Variable Fees: Hurdle: 10% or 15.005; exit load: NIL.
The minimum investment for Ambit CALIBER Portfolio - STP is ₹50 Lakhs.
Ambit CALIBER Portfolio - STP was launched on 18 Jul 2022. It has a 4-year track record.
Description
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