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.

Caliber

Ambit Global Private Client
Mid AND Large Cap

5
Out of 10*
Compare
Share

Portfolio age5 years, 6 months

1.17%

1.67%

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 31/07/2026)

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 (2.8%)

Allocation by Market Cap

Small Cap (10.26%)

Mid Cap (31.32%)

Large Cap (55.62%)

Sector Holdings

Financial Services32.82%
Capital Goods16.86%
Automobile and Auto Components9.1%
Consumer Services6.72%
Metals & Mining6.01%

Stock Holdings

Jindal Steel Ltd4.63%
Bajaj Finance Ltd4.46%
ICICI Bank Ltd3.72%
Piramal Finance Ltd3.71%
Syrma SGS Technology3.7%

PORTFOLIO MANAGERS

Surjitt Singh Arora

Manager Rank7 Out of 14
i
Rank is based on 3-year return
Schemes Managed6
Total AUMUndisclosed
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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