What is the hurdle rate of Ambit Wealth - Alpha Growth?

The hurdle rate of Ambit Wealth - Alpha Growth is 12%.

What is the fixed fee charged in Ambit Wealth - Alpha Growth ?

The fixed fee charged in Ambit Wealth - Alpha Growth is 1.75%.

What is the variable fee charged in Ambit Wealth - Alpha Growth ?

The variable fee charged in Ambit Wealth - Alpha Growth is 0.00%.

What is the profit sharing in Ambit Wealth - Alpha Growth ?

The profit sharing in Ambit Wealth - Alpha Growth is 10% Profit Sharing above 12% Hurdle.

What is the minimum investment in Ambit Wealth - Alpha Growth ?

The minimum investment in Ambit Wealth - Alpha Growth is ₹1 Cr

What type of scheme is Ambit Wealth - Alpha Growth?

Ambit Wealth - Alpha Growth is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.

What is the inception date of Ambit Wealth - Alpha Growth?

The inception date of Ambit Wealth - Alpha Growth is Jan 27, 2021.

Ambit Wealth - Alpha Growth

Ambit Global Private Client
MULTI CAP AND FLEXI CAP

11
Out of 164*
Compare
Share

Portfolio age4 years, 6 months

2.54%

3.37%

Hurdle Rate**12%

Fixed fee1.75%

Min. Investment₹1 Cr

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (18.61%)

Allocation by Market Cap

Small Cap (70.63%)

Mid Cap (9.1%)

Large Cap (1.66%)

Sector Holdings

Financial Services33.23%
Capital Goods17.89%
Healthcare13.25%
Consumer Services4.89%
Chemicals3.78%

Stock Holdings

Cash & Cash Equivalents18.61%
Shilchar Technologies Ltd4.1%
Zen Technologies Ltd.4.1%
Shilchar Technologies Ltd.4.08%
Nuvama Wealth Management Ltd3.92%

PORTFOLIO MANAGERS

Umesh Gupta

Manager Rank11 Out of 164
i
Rank is based on 3-year return
Schemes Managed3
Total AUMUndisclosed
Highest Return In 1 Yr1.85%

Profile

Umesh Gupta is the Head of Equities PMS at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He brings over 22 years of experience, with 19 years dedicated to the 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), and AVP – Research & Assistant Portfolio Manager at Reliance Private Client (2010–2013). He also worked as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005–2010), and as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1999–2005). He holds a B.Com degree and an MBA from IMT Ghaziabad.

Other Schemes

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