About Company
Ambit Wealth Private Limited (AWPL)
Ambit Wealth Private Limited (AWPL) is a part of the Ambit Group, one of India’s premier providers of financial advice and capital. The company offers Portfolio Management Services (PMS) that combine deep fundamental research, disciplined risk management, and structured processes. With a strong team of experienced professionals and a rigorous investment philosophy, Ambit aims to deliver long-term wealth creation strategies to investors.
Ambit CALIBER Portfolio
Fund Snapshot
| 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 |
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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