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

The hurdle rate of Ambit Wealth - Alpha Growth is 12.00%.

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

29
Out of 143*
Compare
Share

Portfolio age5 years, 6 months

-1.1%

1.67%

Hurdle Rate**12.00%

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 31/07/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (4.64%)

Allocation by Market Cap

Small Cap (77.1%)

Mid Cap (15.53%)

Large Cap (2.67%)

Sector Holdings

Financial Services27.05%
Healthcare20.78%
Capital Goods10.51%
Fast Moving Consumer Goods6.73%
Power6.44%

Stock Holdings

Senores Pharmaceuticals Ltd7.93%
Cash & Cash Equivalents4.64%
Supriya Lifescience Ltd4.47%
Acme Solar Holdings Ltd3.64%
Ujjivan Small Finance Bank Ltd3.21%

PORTFOLIO MANAGERS

Surjitt Singh Arora

Manager Rank28 Out of 193
i
Rank is based on 3-year return
Schemes Managed6
Total AUM984.48
Highest Return In 1 Yr11.72%

Profile

Over 20 years of experience in Equity Research and Fund Management. Earlier headed the PMS vertical at PGIM India Asset Management and served as Portfolio Manager for PGIM India PMS portfolios for 4 years. Previously Head of PMS and Principal Officer at Tata Asset Management for 7 years. Prior experience as Senior Research Analyst at Prabhudas Lilladher for 7 years, covering Autos and FMCG sectors. Bachelor’s in Management Studies from Sydenham College, Mumbai. Master’s in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai.

Other Schemes

1m 3m 6m 1y 3y 5y