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Ambit Global Caliber PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ambit Global Caliber PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the LARGE CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 0.16%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ambit Global Caliber PMS Strategy or Investment Approach - PMS Details

Strategy Name

Caliber

Start Date

02 April 2021

Category

LARGE CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Umesh Gupta

1 Yr. Return

0.16%

3 Yr. Return

9.46%

5 Yr. Return

NA

Ambit Global Caliber Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

32.90%

Top 5 Sectors%

65.25%

Portfolio Age

4 Yrs, 0 Months

SIP

Available

STP

Available

Average Market Cap

Rs.208469.48 Cr.

Ambit Global Caliber PMS Strategy - Cost or Charges

Fixed Fees

1.75% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

10% (Profit Sharing above 12%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Ambit Global Caliber PMS Investment Approach - Portfolio Composition

Large Cap

46.93%

Mid Cap

29.87%

Small Cap

8.43%

Cash & Equivalent

14.79%

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Ambit Global Caliber Portfolio Strategy - Top 5 Sectors

Financial Services

39.55%

Services

5.66%

Telecommunication

5.80%

Fast Moving Consumer Goods

6.20%

Capital Goods

8.04%

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