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Ambit Anchor Portfolio

Ambit Wealth Private Limited

105.81 CR AUM

Ambit Anchor Portfolio

Ambit Anchor Portfolio

Ambit Wealth Private Limited

105.81 CR AUM

CRISIL Composite Bond Index
Benchmark
1yr 5mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
1yr 5mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

umesh gupta

Fund Manager
DEBTStrategies

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
DEBTStrategies

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.
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Purpose

The investment objective of the Ambit Anchor PMS is to create an actively managed diversified credit portfolio which focuses on generating alpha by investing in high quality and superior risk-reward credits across tenors consisting of listed securities including but not limited to Bonds, Debentures, Money Market instruments, Mutual Funds, REITs, InvITs and similar fixed income instruments etc.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
0.98%
1M benchmark return
0.87%
Alpha
0.11%
1M Wealth multiple
1.01x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
0.98%
1M benchmark return
0.87%
Alpha
0.11%
1M Wealth multiple
1.01x

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