Ambit Wealth PMS strategies
Ambit Wealth runs 13 portfolio management strategies listed with APMI, managing ₹1,517 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Ambit IRIS Portfolio | Debt | — | ₹667 Cr | — | — | — | ₹50 Lakhs | — |
| Ambit Alpha Growth Portfolio | Equity | Surjitt Arora | ₹536 Cr | +15.54% | +6.54 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| Ambit Anchor Portfolio | Debt | — | ₹106 Cr | — | — | — | ₹50 Lakhs | — |
| Ambit CALIBER Portfolio | Equity | Surjitt Arora | ₹98.66 Cr | +15.46% | +6.46 pts | 1.25% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ambit Build India Portfolio | Equity | Surjitt Arora | ₹41.1 Cr | — | — | 1.25% fixed or 10% of profits over 15% | ₹50 Lakhs | Aug 2026 |
| Ambit Alpha Growth Portfolio - STP | Equity | Surjitt Arora | ₹31.64 Cr | +15.13% | +6.13 pts | 1.25% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ambit Maximus Smart Factor Portfolio | Equity | Surjitt Arora | ₹14.98 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Ambit CALIBER H Portfolio | Equity | Surjitt Arora | ₹10.14 Cr | +14.69% | +5.69 pts | 1.25% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ambit CALIBER Portfolio - STP | Equity | Surjitt Arora | ₹6.06 Cr | +14.95% | +5.95 pts | 1.25% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Ambit Maximus Smart Factor Portfolio - STP | Equity | Surjitt Arora | ₹4.67 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Ambit Bespoke FI Portfolio | Debt | — | ₹0.57 Cr | — | — | — | ₹50 Lakhs | — |
| Ambit Liquid Portfolio | Debt | — | ₹0.52 Cr | +5.61% | — | — | ₹50 Lakhs | — |
| Ambit Build India Portfolio - STP | Equity | Surjitt Arora | — | — | — | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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