| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Ambit CALIBER PMS
Portfolio Managers
Umesh Gupta
Head, PMS & Portfolio Manager
22+ years of experience in Indian equities. Former Head of Equities at Avendus Capital and Reliance Private Client. Known for delivering 36% CAGR (5x multiple) from 2013–2018.
Ashutosh Garud
Director, Co-Fund Manager
19 years of equity experience. Former VP at Ocean Dial Asset Management (Avendus FII arm), delivering 28% CAGR over 4 years. International CFA charter holder.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Ambit Global Private Client Caliber | Large Cap | Mr.Umesh Gupta , Ashutosh Garud | 02 April 2021 | 5Y 2M | 95.25 | Nifty 50 TRI | 13.86% | 64 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.07% | 5.56% | 66.13% | 5.63% | 1.02 | 15.57% | -0.20 | 3.32% | 0.32 | 61.29 % |
| Nifty 500 | -1.01% | 5.39% | 4.38% | 0.98 | 1.34% | 0.15 | 51.61 % | |||
| Nifty Midcap 100 | -8.24% | 4.97% | -3.27% | 0.91 | -5.71% | -0.66 | 43.55 % | |||
| Nifty Smallcap 100 | 1.19% | 4.93% | 6.12% | 0.73 | -1.18% | -0.10 | 48.39 % | |||
| BSE 500 | -0.65% | 5.39% | 4.74% | 0.99 | 1.65% | 0.19 | 51.61 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th April 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
