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Ambit Wealth - Alpha Growth
Ambit Wealth - Alpha Growth

Ambit Wealth - Alpha Growth

  • Ambit Global Private Client
  • Multi Cap AND Flexi Cap
  • 7
    Out of 162*
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PMS Bazaar
Portfolio age4 years, 8 months
-4.59%
-1.21%
Hurdle Rate**12%
Fixed fee1.75%
Min. Investment1 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

bt_logoTRAILING PERFORMANCE

(As on 31/08/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (12.59%)
Allocation by Market Cap
Small Cap (75.04%)
Mid Cap (10.57%)
Large Cap (1.71%)
Sector Holdings
  • Financial Services33.8%
  • Capital Goods16.2%
  • Healthcare15.8%
  • Services6.11%
  • Consumer Services4.61%
Stock Holdings
  • Cash & Cash Equivalents12.59%
  • India Shelter Finance Corporation Ltd4.54%
  • Vintage Coffee And Beverages Ltd4.47%
  • Senores Pharmaceuticals Ltd3.96%
  • Shilchar Technologies Ltd3.84%

bt_logoPORTFOLIO MANAGERS

Umesh Gupta
  • Manager Rank7 Out of 162
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-9.96%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 26
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
17 Out of 18
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
223 Out of 248
Fixed Fee
1.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
223 Out of 248
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 248
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 248
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 248
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 248
Fixed Fee
2.00%
AUM (₹ Cr)
₹5,915.04 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 248
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ambit Global Private Client
Ambit Global Private Client manages assets worth Rs 1438.61 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Thematic and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,438.61 (As on Aug, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 26
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
17 Out of 18
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
223 Out of 248
Fixed Fee
1.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.
What is the exit load of Ambit Wealth - Alpha Growth?
Exit load is 0%