- Manager
- Ambit Wealth
- Service
- Discretionary
- Asset class
- Equity
Ambit CALIBER H Portfolio
+5.83%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Ambit Wealth’s Ambit CALIBER H Portfolio returned 5.83% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹9.57 crore across its clients.
Key numbers
- AUM
- ₹9.57 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.96×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.53% | −6.03% | +0.50% |
| 3 months | −1.08% | −4.91% | +3.83% |
| 6 months | +13.61% | +2.13% | +11.48% |
| 1 year | +5.83% | −7.09% | +12.92% |
| 2 years | −1.07% | −5.29% | +4.22% |
| 3 years | +12.00% | +6.06% | +5.94% |
| 4 years | +11.51% | +8.48% | +3.03% |
| 5 years | +7.01% | +6.38% | +0.63% |
| Since inception | +12.40% | +8.94% | +3.46% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.03%₹9.19 Cr
- Cash and other3.97%₹0.38 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹0.86 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.96×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ambit CALIBER H Portfolio returned?
5.83% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.53%; 3 months: −1.08%; 6 months: 13.61%; 1 year: 5.83%; 2 years: −1.07%; 3 years: 12.00%; 4 years: 11.51%; 5 years: 7.01%; Since inception: 12.40%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 12.92 percentage points ahead.
How much does Ambit CALIBER H Portfolio manage?
₹9.57 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Ambit CALIBER H Portfolio?
Ambit Wealth, a SEBI-registered portfolio manager (INP000007465), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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