Ambit - caliber

EQUITY LARGE & MID CAP

To compound capital.

+16.88%

3Y annualised returns

+11.21%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

04 Feb '21

Total AUM

₹103.64Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity94.2%

Cash5.7%

Equity market cap split

Large Cap52.8%

Mid Cap33.6%

Small Cap7.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

UG
Umesh Gupta
Co-Head of Equities & Portfolio Manager
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About

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.

Experience

Over 20 years of experience in Indian Capital Markets.

Investment philosophy

Specializes in Indian Capital Markets.

Previously worked at