What is the hurdle rate of Caliber?

The hurdle rate of Caliber is 12%.

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 Large Cap category.

What is the inception date of Caliber?

The inception date of Caliber is Feb 04, 2021.

Caliber

Ambit Global Private Client
Large Cap

6
Out of 23*
Compare
Share

Portfolio age5 years, 1 month

0.46%

-0.51%

Hurdle Rate**12%

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 28/02/2026)

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 (7.12%)

Allocation by Market Cap

Small Cap (2.19%)

Mid Cap (32.65%)

Large Cap (58.03%)

Sector Holdings

Financial Services36.66%
Capital Goods10.24%
Metals & Mining9.55%
Automobile and Auto Components6.2%
Telecommunication5.09%

Stock Holdings

Cash & Cash Equivalents7.12%
Shriram Finance Ltd6.37%
Jindal Steel Ltd5.62%
Muthoot Finance Ltd4.54%
Bajaj Finance Ltd4.52%

PORTFOLIO MANAGERS

Umesh Gupta

Manager Rank4 Out of 26
i
Rank is based on 3-year return
Schemes Managed3
Total AUM663.1700000000001
Highest Return In 1 Yr20.75%

Profile

Umesh Gupta is the Head of Equities PMS at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He brings over 22 years of experience, with 19 years dedicated to the Indian capital markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018–2020), Portfolio Manager at Reliance Private Client (2013–2018), and AVP – Research & Assistant Portfolio Manager at Reliance Private Client (2010–2013). He also worked as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005–2010), and as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1999–2005). He holds a B.Com degree and an MBA from IMT Ghaziabad.

Other Schemes

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