| 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.
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 4M | 99.12 | Nifty 50 TRI | 14.34% | 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 | 3.89% | 6.38% | 67.19% | 10.27% | 1.08 | 16.68% | 0.11 | 4.33% | 0.41 | 62.50 % |
| Nifty 500 | 0.23% | 5.81% | 6.04% | 0.98 | 1.42% | 0.16 | 51.56 % | |||
| Nifty Midcap 100 | -7.32% | 5.23% | -2.09% | 0.82 | -6.45% | -0.74 | 43.75 % | |||
| Nifty Smallcap 100 | -0.85% | 4.83% | 3.98% | 0.62 | -2.77% | -0.23 | 48.44 % | |||
| BSE 500 | 0.69% | 5.83% | 6.52% | 0.99 | 1.78% | 0.21 | 51.56 % | |||
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Disclaimer
#Returns as of 30th Jun 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 May 26.
