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Ambit Alpha Growth Portfolio - STP

Ambit Wealth Private Limited

27.61 CR AUM

Ambit Alpha Growth Portfolio - STP

Ambit Alpha Growth Portfolio - STP

Ambit Wealth Private Limited

27.61 CR AUM

Nifty 50 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
AMC: 1.25%
Fixed Fees
Hurdle: 10% or 15.005%
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 9mo
Age
EQUITY
Strategy
AMC: 1.25%
Fixed Fees
Hurdle: 10% or 15.005%
Variable Fees
NIL
Exit Load
Fund manager

umesh gupta

Fund Manager
EQUITYStrategies

Umesh Gupta is the Co-Head of Equities at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He has over 20 years experience in Indian Capital Markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018 - 2020), Portfolio Manager at Reliance Private Client (2013 - 2018), AVP Research and Assistant Portfolio Manager at Reliance Private Client (2010 - 2013), Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005 - 2010), Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1995 - 2005). He has done his B. Com, MBA from IMT Ghaziabad.

Umesh Gupta is the Co-Head of Equities at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He has over 20 years experience in Indian Capital Markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018 - 2020), Portfolio Manager at Reliance Private Client (2013 - 2018), AVP Research and Assistant Portfolio Manager at Reliance Private Client (2010 - 2013), Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005 - 2010), Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1995 - 2005). He has done his B. Com, MBA from IMT Ghaziabad.
Fund manager

surjitt arora

Fund Manager
EQUITYStrategies

Surjitt Singh Arora is Portfolio Manager – Portfolio Management Services at PGIM India Asset Management Private Limited. He manages the PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor’s degree in Management Studies from Sydenham College of Commerce and Economics and a Master’s degree in Management Studies from Sydenham Institute of Management Studies Research and Entrepreneurship Education. He has over 16 years of rich experience in equity markets, including more than 6 years in the asset management industry. In his previous role, he served as Head – PMS and Principal Officer at Tata Asset Management. Prior to that, he worked with Tata Mutual Fund as an Equity Research Analyst.

Surjitt Singh Arora is Portfolio Manager – Portfolio Management Services at PGIM India Asset Management Private Limited. He manages the PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor’s degree in Management Studies from Sydenham College of Commerce and Economics and a Master’s degree in Management Studies from Sydenham Institute of Management Studies Research and Entrepreneurship Education. He has over 16 years of rich experience in equity markets, including more than 6 years in the asset management industry. In his previous role, he served as Head – PMS and Principal Officer at Tata Asset Management. Prior to that, he worked with Tata Mutual Fund as an Equity Research Analyst.
1OF2

Purpose

The investment objective of the Ambit Alpha Growth Portfolio - STP is to deliver Alpha by investing into high Growth companies with sustainable competitive advantages at reasonable valuations

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
12.82%
1M benchmark return
7.49%
Alpha
5.33%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
12.82%
1M benchmark return
7.49%
Alpha
5.33%
1M Wealth multiple
1.13x

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