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Caliber
Caliber

Caliber

  • Ambit Global Private Client
  • Mid AND Large Cap
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PMS Bazaar
Portfolio age5 years, 7 months
1.17%
2.36%
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 (2.3%)
Allocation by Market Cap
Small Cap (11.43%)
Mid Cap (34.8%)
Large Cap (51.51%)
Sector Holdings
  • Financial Services31.03%
  • Capital Goods16%
  • Automobile and Auto Components14.13%
  • Consumer Services6.69%
  • Metals & Mining6.01%
Stock Holdings
  • Bajaj Finance Limited5.19%
  • ICICI Bank Ltd.4.86%
  • Jindal Steel Ltd4.63%
  • Bajaj Auto Limited4.6%
  • Bajaj Finance Ltd4.46%

PORTFOLIO MANAGERS

Surjitt Singh Arora
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
95.56
(As on Jul, 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
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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.

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PEER ANALYSIS

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No Data Found!

*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

AUM (₹ cr)

2,199.01 (As on Jul, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*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%

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