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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
  • 29
    Out of 143*
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PMS Bazaar
Portfolio age5 years, 7 months
-1.1%
2.36%
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 (4.8%)
Allocation by Market Cap
Small Cap (82.81%)
Mid Cap (6.25%)
Large Cap (6.1%)
Sector Holdings
  • Financial Services28.84%
  • Healthcare16.77%
  • Capital Goods11.17%
  • Automobile and Auto Components9.17%
  • Fast Moving Consumer Goods6.73%
Stock Holdings
  • Senores Pharmaceuticals Ltd7.93%
  • Cash & Cash Equivalents4.8%
  • Senores Pharmaceuticals Limited4.67%
  • Supriya Lifescience Ltd4.47%
  • Ujjivan Small Finance Bank Limited3.95%

PORTFOLIO MANAGERS

Surjitt Singh Arora
  • Manager Rank68 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed6
  • Total AUM914.0300000000001
  • Highest Return In 1 Yr12.4%
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
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PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹106.28 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 283
Fixed Fee
2.50%
Scheme Return
3.15%
Benchmark Return
2.36%
Caliber
AUM (₹ Cr)
₹95.56 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
12 Out of 24
Fixed Fee
1.75%
Scheme Return
1.17%
Benchmark Return
2.36%
Equity Portfolio
AUM (₹ Cr)
₹83.14 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
11 Out of 19
Fixed Fee
2.50%
Scheme Return
-0.25%
Benchmark Return
2.36%
PGIM India - Phoenix Portfolio
AUM (₹ Cr)
₹60.22 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
49 Out of 61
Fixed Fee
2.50%
Scheme Return
-0.33%
Benchmark Return
2.36%
Ambit Wealth - Alpha Growth
AUM (₹ Cr)
₹529.70 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 283
Fixed Fee
1.75%
Scheme Return
-1.1%
Benchmark Return
2.36%
Ambit Build India
AUM (₹ Cr)
₹39.13 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
13 Out of 19
Fixed Fee
1.75%
Scheme Return
-1.14%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
529.70
(As on Jul, 2026)
Inception Date
Jan 27, 2021
Min. Investment
₹1 Cr
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
1.75%
Variable Fee
0.00%
Hurdle Rate
12.00%
Profit Sharing
10% Profit Sharing above 12% Hurdle
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INVESTMENT PHILOSOPHY

Objective

To deliver Alpha by investing into high Growth companies with sustainable competitive advantages at reasonable valuations.

Investment Approach

Multi-cap strategy with a GARP (growth-at-reasonable-price) approach.

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PEER ANALYSIS

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Ambit Wealth - Alpha Growth
AUM (₹ Cr)
₹529.70 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
240 Out of 283
Fixed Fee
1.75%
Scheme Return
-1.1%
Benchmark Return
2.36%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 283
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 283
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
Jainam Value Maxima
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 283
Fixed Fee
2.50%
Scheme Return
6.31%
Benchmark Return
2.17%
InCred - Multicap Portfolio
AUM (₹ Cr)
₹205.48 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 283
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 283
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Ambit Global Private Client
Ambit Global Private Client manages assets worth Rs 2199.01 crores. Its current offering of PMS schemes includes 2 Debt, 1 Mid And Large Cap, 1 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

2,199.01 (As on Jul, 2026)

Number of Schemes

5
Schemes From This AMC
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Compare
IRIS
AUM (₹ Cr)
₹852.64 Cr
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
6 Out of 23
Fixed Fee
No Option
Scheme Return
1.3%
Benchmark Return
0.07%
Caliber
AUM (₹ Cr)
₹95.56 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
12 Out of 24
Fixed Fee
1.75%
Scheme Return
1.17%
Benchmark Return
2.36%
Anchor
AUM (₹ Cr)
₹146.15 Cr
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
9 Out of 23
Fixed Fee
No Option
Scheme Return
0.9%
Benchmark Return
0.07%
Ambit Wealth - Alpha Growth
AUM (₹ Cr)
₹529.70 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 283
Fixed Fee
1.75%
Scheme Return
-1.1%
Benchmark Return
2.36%
Ambit Build India
AUM (₹ Cr)
₹39.13 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
13 Out of 19
Fixed Fee
1.75%
Scheme Return
-1.14%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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

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