Business Today
Subscribe
NRICareer & JobsUS NewsInvestors CornerIn PicsWeatherFuel PricesPMS TodayBT Reels
BT GolfBT Most Powerful WomenEY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Caliber
Caliber

Caliber

  • Ambit Global Private Client
  • Mid AND Large Cap
  • 5
    Out of 10*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age5 years, 9 months
3.64%
-1.14%
Hurdle Rate**12.00%
Fixed fee1.75%
Min. Investment₹50 Lacs
*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 (4.29%)
Allocation by Market Cap
Small Cap (14.93%)
Mid Cap (30.16%)
Large Cap (50.62%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
114.86
(As on Aug, 2026)
Inception Date
Feb 04, 2021
Min. Investment
₹50 Lacs
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

To compound capital. Invest primarily in Large Cap companies, with good structural growth and strong fundamentals.

Investment Approach

Large-cap strategy, employing the CANSLIM philosophy.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips4:18War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips
Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?6:00Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?
Anirudh Ravichander and Kaviya Maran Marry in Greece: Wedding Details and Celebrity Guests1:22Anirudh Ravichander And Kaviya Maran Marry In Greece: Wedding Details And Celebrity Guests
Vishakapatnam AI Hub : Beyond Data Centres, Whats Next?7:38Vishakapatnam AI Hub : Beyond Data Centres, What's Next?
“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move4:18“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move
Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back2:38Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back
4 Films Releasing This Week: From Sci-Fi Thrillers To Emotional Family Dramas3:394 Films Releasing This Week: From Sci-Fi Thrillers To Emotional Family Dramas
“Farmers Need Storage, Not Distress Sales”: SBI’s Vikram Jha On Agri Loans3:16“Farmers Need Storage, Not Distress Sales”: SBI’s Vikram Jha On Agri Loans
“Farm Loans Available At 4%”: NABARD Explains How Farmers Can Access Cheaper Credit3:28“Farm Loans Available At 4%”: NABARD Explains How Farmers Can Access Cheaper Credit
Massive Diwali Quick Commerce Boom: Zepto, Blinkit & Swiggy Sales Explode!5:33Massive Diwali Quick Commerce Boom: Zepto, Blinkit & Swiggy Sales Explode!
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Caliber
AUM (₹ Cr)
₹114.86 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 24
Fixed Fee
1.75%
Scheme Return
3.64%
Benchmark Return
-1.14%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹282.45 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 24
Fixed Fee
2.50%
Scheme Return
7.49%
Benchmark Return
-0.09%
Shriram LEAPS
AUM (₹ Cr)
₹0.39 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 24
Fixed Fee
2.25%
Scheme Return
4.25%
Benchmark Return
-1.14%
Bonanza - Growth
AUM (₹ Cr)
₹21.49 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 24
Fixed Fee
No Option
Scheme Return
3.68%
Benchmark Return
-1.14%
Leap
AUM (₹ Cr)
₹2.18 Cr
Hurdle Rate
10.00% or 10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 24
Fixed Fee
2.50%
Scheme Return
3.52%
Benchmark Return
-1.14%
EquiPoise New India Opportunities
AUM (₹ Cr)
₹66.38 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
6 Out of 24
Fixed Fee
2.00%
Scheme Return
3.18%
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
  • table
  • 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 Caliber?
The hurdle rate of Caliber is 12.00%.
What is the fixed fee charged in Caliber ?
The fixed fee charged in Caliber is 1.75%.
What is the variable fee charged in Caliber ?
The variable fee charged in Caliber is 0.00%.
What is the profit sharing in Caliber ?
The profit sharing in Caliber is 10% Profit Sharing above 12% Hurdle.
What is the minimum investment in Caliber ?
The minimum investment in Caliber is ₹50 Lacs
What type of scheme is Caliber?
Caliber is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Caliber?
The inception date of Caliber is Feb 04, 2021.
What is the exit load of Caliber?
Exit load is 0%

Top Stories