Investment Philosophy
Ambit Wealth follows a distinctive, quality-focused investment philosophy centered on long-term compounding and disciplined stock selection:
- Quality-First Investing
Focus on businesses with strong competitive advantages, high return ratios, and clean governance. - “Good & Clean” Investing Framework
Preference for companies with high earnings quality, capital efficiency, and sustainable business models. - Bottom-Up Stock Selection
Investment decisions are driven by deep fundamental research at the company level. - Concentrated Portfolio Strategy
Maintains a focused portfolio of high-conviction ideas to drive superior returns. - Long-Term Compounding Approach
Emphasis on holding investments over extended periods to benefit from consistent growth. - Low Portfolio Churn
Avoids excessive trading, focusing on patience and conviction-led investing. - Valuation Discipline
Invests in quality businesses at reasonable valuations to ensure favorable risk-reward. - Strong Risk Management Framework
Focus on downside protection through careful stock selection and ongoing monitoring.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Ambit CALIBER Portfolio - STP
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Ambit Wealth Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹5.97 | 1.10 | -0.52 | -2.74 | 5.18 | 1.77 | 14.88 | NA | NA | 13.94 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | -3.84 | 3.35 | 9.53 | NA | NA | 11.61 |
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.