Ambit Wealth Private Limited • Equity
Ambit CALIBER Portfolio is an equity portfolio management service (PMS) strategy run by Ambit Wealth Private Limited, launched on 2 Feb 2021. As of 30 Sep 2026, it manages ₹96.01 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.47% over 1 year, +12.68% over 3 years and +7.60% over 5 years (+13.45% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.62 percentage points ahead of its benchmark. Its 3-year return ranks 42nd 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: CORE and SATELLITE PORTFOLIO SCHEME 1 (+12.69%), Moneygrow Large Midcap (+12.69%), Trivantage Capital Edge Portfolio (+12.56%), Core and Satellite Equity Portfolio (+12.53%).
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 | -5.64% |
| 3 Months | -1.06% |
| 1 Year | +6.47% |
| 3 Years | +12.68% |
| 5 Years | +7.60% |
| Since Inception | +13.45% |
| management fee | Fixed Fees: AMC: 1.25% |
| performance fee | Variable Fees: Hurdle: 10% |
| 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 has a 1-year return of +6.47%, a 3-year return of +12.68%, a 5-year return of +7.60% and +13.45% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ambit CALIBER Portfolio returned +7.60% against +6.38% for the Nifty 50 TRI, 1.22 percentage points ahead. Over 3 years it returned +12.68% against +6.06%; Over 1 year it returned +6.47% 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's 3-year return of +12.68% ranks 42nd as of 30 Sep 2026.
Ambit CALIBER Portfolio is managed by Surjitt Arora at Ambit Wealth. The strategy manages ₹96.01 Cr of client assets as of 30 Sep 2026.
Ambit CALIBER Portfolio manages ₹96.01 Cr of client assets as of 30 Sep 2026.
The fee structure for Ambit CALIBER Portfolio includes: management fee: Fixed Fees: AMC: 1.25%; performance fee: Variable Fees: Hurdle: 10%; exit load: NIL.
The minimum investment for Ambit CALIBER Portfolio is ₹50 Lakhs.
Ambit CALIBER Portfolio was launched on 2 Feb 2021. It has a 5-year track record.
Description
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