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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
  • 24
    Out of 146*
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PMS Bazaar
Portfolio age5 years, 9 months
4.84%
-1.14%
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 31/08/2026)
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 (6.95%)
Allocation by Market Cap
Small Cap (78.25%)
Mid Cap (7.98%)
Large Cap (6.79%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
568.06
(As on Aug, 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.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Ambit Wealth - Alpha Growth
AUM (₹ Cr)
₹568.06 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
74 Out of 286
Fixed Fee
1.75%
Scheme Return
4.84%
Benchmark Return
-1.14%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*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 2299.50 crores. Its current offering of PMS schemes includes 1 Thematic, 1 Multi Cap And Flexi Cap, 1 Mid And Large Cap and 2 Debt schemes.

AUM (₹ cr)

2,299.50 (As on Aug, 2026)

Number of Schemes

5
Schemes From This AMC
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  • Grid
Compare
Ambit Build India
AUM (₹ Cr)
₹41.10 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
1 Out of 20
Fixed Fee
1.75%
Scheme Return
7.02%
Benchmark Return
-1.14%
Ambit Wealth - Alpha Growth
AUM (₹ Cr)
₹568.06 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
74 Out of 286
Fixed Fee
1.75%
Scheme Return
4.84%
Benchmark Return
-1.14%
Caliber
AUM (₹ Cr)
₹114.86 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 24
Fixed Fee
1.75%
Scheme Return
3.64%
Benchmark Return
-1.14%
IRIS
AUM (₹ Cr)
₹915.91 Cr
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
2 Out of 22
Fixed Fee
1.25%
Scheme Return
2.79%
Benchmark Return
-0.05%
Anchor
AUM (₹ Cr)
₹147.14 Cr
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
6 Out of 22
Fixed Fee
0.75%
Scheme Return
0.82%
Benchmark Return
-0.05%
*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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