Ambit CALIBER

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About Fund Manager

Umesh Gupta, Head, PMS & Portfolio Manager

Umesh Gupta brings over 22 years of experience, including 17 years in Indian equities. He has held key leadership roles such as Head of Equities at Avendus Capital (2018–2020), Portfolio Manager at Reliance Private Client (2013–2018), and Co-Head of Equities at Ambit Global Private Client (2021–2022). Widely regarded for his performance, Umesh delivered an impressive 36% CAGR with 5.0x returns in the Alpha Growth PMS from April 2013 to June 2018. He holds an MBA from IMT Ghaziabad and a B.Com degree.

Investment Philosophy

CALIBER is a large and midcap equity strategy with an allocation of:

50–70% in Large Caps
20–40% in Mid Caps

The acronym C.A.L.I.B.E.R. stands for:

C – Cash generation
A – Accounting quality
L – Leadership quality
I – Institutional ownership
B – Barriers to entry
E – Edge (competitive advantage)
R – Return on capital

Sector Preference (as of April 30, 2025)

Sector	Weight
Financials	39.6%
Consumer	11.9%
Capital Goods	9.2%
Telecom	5.8%
Airline	5.7%
Health Care	5.2%
Information Technology	3.6%
Auto & Auto Ancillaries	2.7%
Defence	1.1%
Real Estate / Building Materials	0.4%
Cash	14.9%

Investment Process

Universe Screening:
~300 stocks with market cap > ₹18,000 Cr
Filtered for capitalization, liquidity, and financial strength.
Quantitative Filters:
Focus on revenue growth, return on capital, and low leverage.
Fundamental Analysis:
Deep-dive on management quality, business models, sector outlook.
Portfolio Construction:
Final portfolio of 18–30 high-conviction stocks.

Performance Snapshot

(Data as of April 30, 2025. Returns over 1Y are annualized)

Period	CALIBER	Nifty 50 TRI	Nifty 500 TRI
1 Month	1.8%	3.5%	3.3%
3 Months	1.3%	3.7%	2.2%
6 Months	-4.2%	0.8%	-2.6%
1 Year	0.2%	9.0%	6.0%
2 Years	21.4%	17.4%	21.5%
3 Years	9.5%	13.8%	15.4%
Since Inception	15.1%	13.8%	16.2%
MoIC	1.8x	1.7x	1.9x
Absolute Return (Apr ’23–Apr ’25)	53.7%	43.6%	54.4%

Portfolio Fundamentals (as of Q3FY25)

Average Sales Growth: 28.0% YoY
EBITDA Growth: 39.6% YoY
PAT Growth: 41.1% YoY
Return on Equity (ROE): 19.5%
Return on Capital Employed (ROCE): 21.6%
TTM P/E Ratio: 49.3x

PEG Ratio: 1.2x

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Fund Overview

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FAQ's

Key Details	Description
Fund Name	Ambit CALIBER PMS
Fund Manager	Umesh Gupta
Co-Fund Manager	Ashutosh Garud
Regulator	SEBI (via Portfolio Management Services)
Strategy Type	Growth Strategy (Large and Midcap Focus)
Geographic Focus	India
Inception Date	February 4, 2021
Benchmark	Nifty 50 TRI
Investment Horizon	Long-Term (Aligned with Structural Growth)
Minimum Investment	₹1 Crore
Target Investors	HNIs, UHNWIs, Long-Term Equity Investors
Underlying Instruments	Direct Equity, Liquid/Overnight Mutual Funds, Liquid ETFs
Nature	Discretionary PMS

Ambit CALIBER

About Company

Sector Preference (as of April 30, 2025)

Performance Snapshot

Portfolio Fundamentals (as of Q3FY25)