- Manager
- Ambit Wealth
- Service
- Discretionary
- Asset class
- Equity
Ambit CALIBER Portfolio
+6.47%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Ambit Wealth’s Ambit CALIBER Portfolio returned 6.47% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹96.01 crore across its clients.
Key numbers
- AUM
- ₹96.01 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.95×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.64% | −6.03% | +0.39% |
| 3 months | −1.06% | −4.91% | +3.85% |
| 6 months | +13.46% | +2.13% | +11.33% |
| 1 year | +6.47% | −7.09% | +13.56% |
| 2 years | −0.76% | −5.29% | +4.53% |
| 3 years | +12.68% | +6.06% | +6.62% |
| 4 years | +12.00% | +8.48% | +3.52% |
| 5 years | +7.60% | +6.38% | +1.22% |
| Since inception | +13.45% | +9.79% | +3.66% |
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 equity93.41%₹89.68 Cr
- Cash and other6.50%₹6.24 Cr
- Mutual funds0.10%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3 Cr
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- ₹2.97 Cr
- Net, FY to date
- −₹2.90 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.95×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Ambit CALIBER Portfolio returned?
6.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.64%; 3 months: −1.06%; 6 months: 13.46%; 1 year: 6.47%; 2 years: −0.76%; 3 years: 12.68%; 4 years: 12.00%; 5 years: 7.60%; Since inception: 13.45%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 13.56 percentage points ahead.
How much does Ambit CALIBER Portfolio manage?
₹96.01 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 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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